Make investor follow-up priorities easier to decide
Bring the contacts and deal context that need a decision into a focused BotStar planning workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bots
Lists bots associated with the account.
Why this helps
When several investor conversations need attention, deciding where to start can consume the time needed to follow up.
- Scan available Affinity contact and deal information on a schedule.
- Surface follow-up decisions for a focused planning session.
- Create a BotStar starting point for the review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to identify Affinity contacts needing a follow-up decision using the criteria you provide, then create a BotStar bot for the planning workflow.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check whether the priority criteria fit.
Questions about this workflow
Can Notis decide follow-up priority without my criteria?
It can analyze available data, but priority depends on your goals. Include the signals that matter in your instruction.
Will it contact investors?
No. This workflow creates a BotStar bot for planning. It does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Botstar. A trigger fires from one place; an action lands in another.
Affinity triggers
Botstar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
BotStar LiveChat onClose Callback
Registers a callback that runs when the chat window closes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Bot
Creates a new bot.
Get BotStar Application IDs
Retrieves the application IDs used by the live chat widget.
Create Bot Attribute
Creates a bot attribute for shared, multilingual values.
Livechat boot
Reinitializes the live chat widget with updated data.
Create CMS Entity
Creates a content entity with optional custom fields.
Close BotStar Livechat Widget
Hides the live chat window.
Create Entity Fields
Adds fields to an existing content entity.
Connect any two apps with Notis in the middle.
Affinity and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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