Research investor prospects from Affinity
Give new investor prospects a useful first pass of public research without switching between your CRM and the web.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Run Robot
Starts a robot task to extract data from websites.
Why this helps
Promising prospects can sit in Affinity while founders lose time opening websites and collecting context by hand.
- Collect public context for prospects in a single review flow.
- Reduce repetitive browsing before an investor conversation.
- Keep research runs tied to the prospect details available in Affinity.
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: review recent prospects in Affinity and run the suitable Browse AI robot to gather public context for each.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and confirm the robot inputs and returned data are useful.
Questions about this workflow
Does Affinity start this workflow automatically when a prospect is added?
No Affinity trigger events are available here. A recurring Notis schedule starts the workflow, which can review Affinity for relevant prospects.
What information can Browse AI return?
The chosen robot determines what it can collect. Confirm it is trained for the public pages and information you need.
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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