Gather portfolio updates before the monthly review
Let a scheduled document pass collect the details you need, so review time can focus on decisions and support.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Partition Document
Extracts and structures text, tables, and images from a document.
Why this helps
Portfolio updates arrive in different formats and are easy to leave unread until a meeting is close.
- Prepare a consistent monthly review from supplied documents.
- Surface open questions before the meeting.
- Spend less time searching for the latest update.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Aryn once in the Notis portal.
- 2Create an automation and describe the portfolio details and follow-up questions to extract.
- 3Choose a monthly schedule and select where run reports should go.
- 4Test with one real portfolio update and its Affinity context.
Questions about this workflow
Can this compare portfolio companies automatically?
It can organize information in the supplied documents. Comparisons require comparable documents or baseline values to be available.
Does the schedule fetch every portfolio document?
The documents must be available to the automation through its configured inputs or connected access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Aryn. A trigger fires from one place; an action lands in another.
Affinity triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Creates a DocSet storage container for adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete DocSet
Permanently deletes a DocSet and all its documents.
Generate plan
Creates a query plan without running the query.
Get DocSet Metadata
Retrieves metadata for a DocSet.
Get Document by ID
Retrieves a document and its parsed content from storage.
Get Document Binary
Downloads a document’s original file from a DocSet.
List Async Tasks
Lists outstanding asynchronous tasks for your account.
Partition Document
Extracts and structures text, tables, and images from a document.
Connect any two apps with Notis in the middle.
Affinity and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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