Turn deal activity into work the team can finish
A recap is useful when it leads to action. Notis can review the deal activity you provide and turn only clear unfinished work into BugHerd tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task in a project.
Why this helps
Deal updates often describe what happened without making the remaining work obvious to everyone involved.
- Extract concrete work from a regular deal review.
- Keep completed updates from becoming unnecessary tasks.
- Make follow-up visible to the people doing the work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BugHerd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review supplied Affinity deal activity recaps and create tasks only for explicit unfinished work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real recap that contains a known open action.
Questions about this workflow
Will it turn every note into a task?
The instruction should limit tasks to specific unfinished actions and exclude completed or informational updates.
What if a recap does not say whether work is complete?
Notis should not assume completion status. Supply that status or ask it to flag ambiguous items in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bugherd. A trigger fires from one place; an action lands in another.
Affinity triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Adds a member to a project.
Create Attachment
Adds an attachment from a URL to a task.
Create Column
Creates a custom workflow column in a project.
Create Comment
Adds a comment to a task.
Create Project
Creates a new project.
Create Task
Creates a task in a project.
Create Webhook
Creates a webhook for real-time task or comment notifications.
Connect any two apps with Notis in the middle.
Affinity and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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