Keep investor materials moving through review
Decks, data, and answers often need a quick internal review before they go out. Notis can make that work visible in BugHerd with the relevant deal context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task in a project.
Why this helps
Investor-facing materials can stall when review requests sit inside deal notes instead of the team's task queue.
- Give review work a clear owner and place in the task queue.
- Keep the material request tied to its deal context.
- Make preparation progress easier to see before a follow-up.
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 create a BugHerd task when a supplied Affinity deal update requests preparation or review of investor-facing material.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real material request and the available project details.
Questions about this workflow
Does this attach the investor material too?
No. This creates a task. Attach a ready-to-use file URL with the attachment action when the file is available.
What details make the task useful?
Include the material requested, the reason or investor context, any deadline, and project information available in the request.
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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