Check a company before investor outreach
Bring current public company context into your outreach preparation while the Affinity deal is already on your mind.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Robot
Starts a robot task to extract data from websites.
Why this helps
Preparing tailored investor outreach often means pausing CRM work to search several company pages and collect details.
- Start research when an outreach preparation process sends a webhook.
- Gather public details for the company associated with an Affinity deal.
- Keep the task result available for the next outreach review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browse AI once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: use the Affinity deal context supplied to the run to start the appropriate Browse AI company research robot.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal and confirm the webhook includes the context the robot needs.
Questions about this workflow
Does Affinity provide the webhook trigger?
No. This workflow uses a Notis webhook, which starts when an HTTP request is sent to it.
Where does the company research come from?
Browse AI runs the robot you select. Its results depend on the pages and fields that robot is configured to collect.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Browseai. A trigger fires from one place; an action lands in another.
Affinity triggers
Browseai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Run Tasks
Runs a large batch of tasks with a web automation robot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Monitor
Creates a monitor that tracks website changes on a recurring schedule.
Create Webhook
Creates a webhook to notify your server when selected robot events occur.
Delete a specific monitor
Deletes a specific monitor from your account.
Delete a specific task
Deletes a specific task.
Get Robots List
Retrieves all robots in your account.
Get Robot Tasks
Retrieves the execution history for a specific robot.
Get Task Details
Retrieves detailed status and results for a specific task.
Connect any two apps with Notis in the middle.
Affinity and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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