Keep a review copy of a public investor profile
Turn a useful public firm page into a portable document for your meeting notes.
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
Useful investor information is spread across web pages that are awkward to revisit during calls or travel.
- Keep a portable copy of a public page.
- Review key context away from a browser tab.
- Start from the investor record already in Affinity.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browserless once in the Notis portal.
- 2Create an automation named Investor Public Profile PDF.
- 3Tell Notis to use the selected Affinity record to identify a public investor or firm page and generate a readable PDF for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real public page and check the PDF output.
Questions about this workflow
Can the PDF include a private logged-in profile?
Only if the configured browser session has access to that page. The workflow cannot create access that the session does not have.
Does this create an Affinity attachment?
The Browserless action generates a PDF. Whether it is attached to an Affinity record depends on the connected workflow capabilities and should not be assumed.
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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