Keep deal risk checks attached to the work
Make concerns actionable by adding focused review steps to the Basecamp cards your team already follows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Step in Card
Add a step to an existing card.
Why this helps
Potential deal blockers can stay vague in notes and never become a clear action someone can complete.
- Turn supplied concerns into concrete review actions.
- Keep risk checks with the corresponding project card.
- Make it easier to see whether a blocker has been examined.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to review supplied deal concerns and add a specific risk-check step to the matching existing Basecamp card.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test one real concern against its card and confirm the step is clear and grounded.
Questions about this workflow
Can Notis find risks in Affinity automatically?
It can analyze only context supplied or available to the automation. Provide the relevant deal details and any risk criteria.
Does it create a new risk card?
No. This workflow adds a step to an existing card. Provide the context needed to identify that card.
Can it assign the step?
The action supports optional assignees. Include an assignee when it is known and appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Basecamp. A trigger fires from one place; an action lands in another.
Affinity triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Affinity and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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