Start the week with a concise deal digest in Campfire
Bring the key deal movements into the team conversation, with a short summary people can act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Chatbot Line
Post a message to a chat as a chatbot.
Why this helps
A full pipeline review can consume time, while scattered updates leave collaborators unsure what changed or needs attention.
- Give collaborators a regular, compact pipeline overview.
- Bring attention to supplied changes and follow-ups.
- Reduce the need to repeat the same status roundup in chat.
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 summarize the Affinity pipeline context available for the run and post the most useful highlights to the relevant Campfire.
- 4Pick a weekly Notis schedule and choose where run reports should go.
- 5Test one run with real pipeline context and confirm the digest is concise and accurate.
Questions about this workflow
Does it include every deal?
Specify the scope in the prompt. The summary can cover only information available to the automation.
Can it call out changes since the last digest?
Only when prior and current information is supplied or available. Provide a baseline if the source data does not include one.
Where does the digest appear?
It is posted to a Basecamp Campfire using the chatbot line action. The relevant Campfire integration must be available.
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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