Turn an investor's public thesis into a quick brief
Collect the firm's own published investment language before deciding whether to reach out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch HTML Content
Fetches a webpage’s complete HTML content, including dynamic content.
Why this helps
Investor fit is hard to judge when focus areas are buried across firm pages and profiles.
- Collect published focus areas in a consistent brief.
- Make investor fit review faster.
- Keep claims grounded in accessible website content.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browserless once in the Notis portal.
- 2Create an automation named Investor Thesis Page Brief.
- 3Tell Notis to use the selected Affinity firm record to find its website and summarize only the firm's published thesis, sectors, stages, and stated geography.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real firm and verify the brief distinguishes stated facts from missing details.
Questions about this workflow
Will it infer the firm's investment strategy?
It can summarize what the accessible pages state. Ask it to label unavailable details as missing rather than infer them.
Which records can start a brief?
The webhook request should identify the relevant Affinity firm record or provide enough context for Notis to select it.
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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