Bring important investor relationships back into view
Some relationships deserve a thoughtful check-in after a quiet stretch. Notis can turn the re-engagement plan you provide into concrete work for the team.
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
A contact can drift out of view when there is no practical reminder of why or how to reconnect.
- Make planned relationship follow-up visible.
- Keep the reason for reconnecting with the task.
- Avoid vague reminders by requiring a concrete next action.
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 contacts marked for re-engagement and create tasks only when a concrete next action is documented.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and a specific re-engagement plan.
Questions about this workflow
Can it decide which contacts should be re-engaged?
Use explicit criteria or a supplied list. Notis should not infer relationship value or a follow-up interval that is not present in the source or prompt.
What if there is no concrete next action?
The instruction can ask Notis to flag the contact for review in its report instead of creating a vague task.
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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