See how investor meetings fit your month
Turn meeting category totals into a clearer view of where your investor conversations fit alongside your active deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Meeting Categories
Retrieves meeting category statistics for a specified period.
Why this helps
Founders can spend time in recurring meetings without a clear monthly view of how those conversations relate to current priorities.
- Summarize meeting category distribution
- Compare the view with deal context you supply
- Support a more focused monthly review
Setup
Build it in a few focused steps.
- 1Connect Affinity and CalendarHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: retrieve CalendarHero meeting category statistics for the prior month and summarize them alongside the Affinity deal priorities I provide; call out unavailable context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one completed month and review the summary.
Questions about this workflow
Can it determine whether a meeting advanced a deal?
Not from category statistics alone. Any outcome history or baseline must be supplied separately.
Is this a live meeting list?
No. It reviews category statistics for a specified period, such as the prior month.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Calendarhero. A trigger fires from one place; an action lands in another.
Affinity triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Adds a calendar connection to organize meeting types.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact.
Create Meeting Request V2
Creates a meeting request with participants and scheduling details.
Fetch Contact
Retrieves a contact.
Create Webhook
Creates or updates a webhook to receive event notifications.
Fetch Meeting Details
Fetches meeting details for a specified time period.
Delete Contact
Permanently deletes a contact.
Fetch User Profile
Fetches the authenticated user's profile details.
Connect any two apps with Notis in the middle.
Affinity and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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