Know what an investor form requires before drafting
Get a clear list of visible questions and requirements before gathering your answers and materials.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Execute Custom Function
Runs a custom browser automation script.
Why this helps
Form requirements discovered mid-application can interrupt focused work and lead to incomplete submissions.
- See visible required fields and stated limits early.
- Prepare supporting information before opening the form again.
- Keep the workflow at preparation stage without submission.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browserless once in the Notis portal.
- 2Create an automation named Investor Form Requirements Review.
- 3Tell Notis to use the selected Affinity firm record to inspect its public investor form and report visible required questions, stated limits, and requested materials without entering or submitting answers.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real form and confirm the requirements match its current content.
Questions about this workflow
Does the automation fill the form?
No. It inspects the visible requirements and reports them for preparation.
Can it identify hidden conditional questions?
Only questions exposed during the browser session can be reported. Conditional fields may require additional context or interaction.
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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