Make investor fields easier for the whole team to understand
A clear field vocabulary helps everyone interpret investor context consistently across conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bot Attributes
Lists attributes configured for a bot.
Why this helps
Unclear attribute names and descriptions make shared bot context harder to trust and reuse.
- Retrieve current BotStar bot attribute names and descriptions.
- Compare definitions with the investor context available in Affinity.
- Create a short list of definitions that need clarification.
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 list BotStar attributes and compare their names and descriptions with the investor context available in Affinity, then flag ambiguous definitions without editing.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the suggested clarifications.
Questions about this workflow
Does this change field names or descriptions?
No. It lists attributes for review. Use a separate update action if you decide to change a definition.
Can it determine the team's intended meaning?
Include your definitions or standards in the instruction. Notis cannot know an undocumented team convention.
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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