Make quarterly relationship reviews easier to prepare
Bring relevant relationship context together before deciding which conversations deserve attention 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
Relationship reviews are easy to defer when the team cannot quickly assemble useful context and decisions.
- Create a repeatable starting point for quarterly reviews.
- Keep relationship review notes in the relevant Basecamp project.
- Make follow-up decisions easier to capture and revisit.
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 quarterly relationship review document using the Affinity contacts and deal context supplied for the run.
- 4Pick a quarterly Notis schedule and choose where run reports should go.
- 5Test with one real review set and check for missing or outdated context.
Questions about this workflow
Does it know the full history of each relationship?
Only if that history is included in the supplied data or otherwise available to the automation. Add any context that matters to the review.
Can it decide which relationships need attention?
You can give Notis criteria to apply to the available information. Supply any baseline or relationship signal not present in the data.
Does this contact people?
No. The workflow creates a review document in Basecamp; it does not send outreach.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Basecamp.