Turn this week's Affinity priorities into Basecamp cards
Start the week with visible, actionable deal work instead of a long pipeline scan and a second round of copying.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Important opportunities compete for attention, and a weekly review can end without clear work assigned to the team.
- Convert a recurring review into visible team work.
- Help focus attention on a small set of supplied priorities.
- Reduce manual transcription between pipeline review and execution.
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 the Affinity deal context available on each run and create cards for the week's most actionable priorities.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real review run and confirm the resulting cards are useful and specific.
Questions about this workflow
Can Notis inspect all Affinity deals on its own?
Only data made available to the automation can be considered. Ensure the scheduled run receives the pipeline context you want reviewed.
How does it choose priorities?
Describe your prioritization criteria in the prompt, or provide a shortlist. Notis cannot use an unstated baseline or unavailable deal history.
Will it create duplicate cards each week?
The card action creates a new card. Include a clear review process and check prior work if avoiding duplicates matters.
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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