Choose a meeting template for investor outreach
Find a suitable existing meeting template before you coordinate another investor conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Meeting Templates
Lists the authenticated user's reusable meeting templates.
Why this helps
Choosing a meeting format can require searching settings while the outreach context sits elsewhere.
- See available templates in a concise report
- Relate template options to an outreach purpose
- Avoid repeated manual browsing
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: list the available CalendarHero meeting templates and summarize options relevant to the Affinity outreach purpose I provide; do not choose or schedule without my instruction.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real outreach purpose and review the template suggestions.
Questions about this workflow
Will this create or schedule a meeting?
No. It lists available templates and summarizes likely options for review.
Does it infer the outreach purpose from all Affinity data?
The prompt asks you to provide the purpose, so the recommendation has grounded context.
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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