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Review public security information across portfolio sites

Find the security and trust details companies publish so your next conversation starts with better context.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Fetch HTML Content

Fetches a webpage’s complete HTML content, including dynamic content.

Why this helps

Security details can be scattered across trust centers and product pages, leaving teams to search repeatedly before a customer conversation.

  • Collect publicly stated security information for review.
  • Prepare targeted follow-up questions.
  • Mark missing or inaccessible details instead of guessing.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Browserless once in the Notis portal.
  • 2Create an automation named Portfolio Security Page Review.
  • 3Tell Notis to use selected Affinity portfolio records to locate public security or trust pages and extract only their stated information relevant to the review question you provide.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real trust page and confirm the report distinguishes published details from gaps.

Questions about this workflow

Does this verify a company's security controls?

No. It collects public statements for review and does not independently verify controls or certifications.

What if there is no public security page?

The result should say that no accessible page was found and leave the detail as unknown.

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.

TriggerScheduled

Download file using Puppeteer script

Downloads files saved by Chrome during a browser automation script.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Execute Custom Function

Runs a custom browser automation script.

ActionInstant

Fetch HTML Content

Fetches a webpage’s complete HTML content, including dynamic content.

ActionInstant

Generate PDF from webpage

Generates a PDF from a webpage.

ActionInstant

Scrape webpage content using CSS selectors

Extracts structured content from selected webpage elements.

ActionInstant

Take Screenshot

Captures a screenshot of a webpage.

ActionInstant

Unblock Protected Content

Retrieves webpage content from sites protected against automated access.

ActionInstant

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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