Prepare for investor meetings with a focused website scan
Turn an investor record into a short, structured read of the firm's public website.
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
Preparing for investor meetings means switching between Affinity and multiple firm pages, then trying to remember which details matter.
- Collect firm focus and public investment criteria in one pass.
- Reduce tab switching before a meeting.
- Keep extracted details tied to the Affinity record that started the scan.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browserless once in the Notis portal.
- 2Create an automation named Investor Website Diligence Scan.
- 3Tell Notis to use the selected Affinity investor or firm record to identify its public website and extract its stated focus, investment criteria, and team information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real investor record and check that the extracted details are relevant.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts the workflow. Include or identify the Affinity investor or firm record in the request context.
Does it find private investment information?
No. Browserless extracts website content available to the configured browser session. Private or unlisted information must be supplied separately.
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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