Keep investor pitch instructions together for review
Save the firm's public instructions so you can prepare a complete, considered submission.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate PDF from webpage
Generates a PDF from a webpage.
Why this helps
Pitch requirements are easy to lose among tabs, especially when each investor asks for different materials.
- Keep stated submission instructions in one document.
- Review requirements while preparing materials.
- Avoid relying on memory for firm-specific requests.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browserless once in the Notis portal.
- 2Create an automation named Investor Pitch Guidelines PDF.
- 3Tell Notis to use the selected Affinity firm record to find a public pitch or submission guidelines page and generate a PDF for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real guidelines page and check the generated PDF for readable content.
Questions about this workflow
Will the PDF include pages behind a login?
Only if those pages are available to the configured browser session. Public guidelines pages are the intended use.
Does generating the PDF submit anything?
No. It creates a review document from a webpage and does not send an application.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Browserless. A trigger fires from one place; an action lands in another.
Affinity triggers
Browserless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Download file using Puppeteer script
Downloads files saved by Chrome during a browser automation script.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Custom Function
Runs a custom browser automation script.
Fetch HTML Content
Fetches a webpage’s complete HTML content, including dynamic content.
Generate PDF from webpage
Generates a PDF from a webpage.
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Take Screenshot
Captures a screenshot of a webpage.
Unblock Protected Content
Retrieves webpage content from sites protected against automated access.
Connect any two apps with Notis in the middle.
Affinity and Browserless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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