Review the quarter's pipeline with context in one place
Give the team a structured starting point to look back at outcomes and decide what to change next quarter.
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
Quarter-end reviews get delayed when results and context take too long to gather into a useful narrative.
- Create a repeatable quarterly review artifact.
- Organize supplied outcomes and context for discussion.
- Help turn review insights into decisions for the next quarter.
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 retrospective from the quarterly Affinity context supplied for the run, noting patterns only when supported by the data.
- 4Pick a quarterly Notis schedule and choose where run reports should go.
- 5Test with one real quarter's information and review the document for unsupported conclusions.
Questions about this workflow
Can Notis calculate win rates or trends?
Only if the necessary counts, time period, and comparison data are available. Supply a baseline for comparisons that Affinity context does not provide.
Does this make decisions for the team?
No. It prepares a document for discussion. The team decides what to change.
Can it make the retrospective concise?
Yes. Ask for a short summary of supported patterns, open questions, and possible discussion points.
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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