Start your weekly deal risk review with a clear plan
Have a scheduled workflow prepare the analysis approach so your weekly pipeline review starts with a focused question.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate plan
Creates a query plan without running the query.
Why this helps
Recurring reviews lose time when the team has to rebuild the same analysis approach from scratch.
- Make recurring review preparation more consistent.
- Keep the query plan visible before analysis runs.
- Focus review time on current pipeline context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Aryn once in the Notis portal.
- 2Create an automation and describe the weekly deal risk question for Aryn to plan.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one real pipeline snapshot or supplied deal context.
Questions about this workflow
Will the schedule automatically know current Affinity deals?
The automation needs Affinity context available when it runs. Supply it through the configured workflow or connected source access.
Does the plan perform a risk analysis?
It produces a query plan, not an executed analysis or a definitive risk assessment.
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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