Prepare a relevant investor introduction with team context
Gather public team background details before deciding who is the best fit for an introduction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Why this helps
Choosing the right investor contact takes time when team biographies and focus areas live across multiple pages.
- Collect public biographies in one review.
- Notice stated expertise and focus areas relevant to your company.
- Avoid assuming details that are not on the page.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browserless once in the Notis portal.
- 2Create an automation named Investor Team Background Research.
- 3Tell Notis to use the selected Affinity firm record to locate public team pages and extract names, biographies, and explicitly stated investment interests.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real firm and verify extracted details are accurate and attributed to public pages.
Questions about this workflow
Will it recommend a specific person?
It can organize the public information for your review. Any recommendation should be based on fit criteria you provide.
What if the team page is missing?
The workflow should report that it could not find an accessible team page rather than inventing biographies.
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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