Gather monthly investor update context in one Basecamp brief
Give investor communications a predictable starting point with a brief your team can review before it goes out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Monthly updates take too long when the team has to reconstruct recent deal context from memory and scattered records.
- Start a recurring investor update review from available context.
- Keep draft material in a shared project vault.
- Reduce the blank-page work before editing and approval.
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 prepare a monthly investor update brief from the Affinity information supplied for the run and save it in the relevant Basecamp vault.
- 4Pick a monthly Notis schedule and choose where run reports should go.
- 5Test one real run and review the draft for accuracy and missing context.
Questions about this workflow
Will this send an investor update?
No. It creates a Basecamp document for review. Sending is outside the listed Basecamp actions.
Can it report on changes since last month?
Only if prior and current context is supplied or available. The automation cannot assume a historical baseline that it cannot access.
Can the brief be edited before publication?
Yes. The document is created in Basecamp, where your team can review and edit it.
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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