Keep investor scheduling requests moving
See which investor meeting requests still need attention, with relevant deal context alongside the coordination status.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Meeting Tasks
Retrieves meeting requests and tasks, with optional filters.
Why this helps
Pending scheduling threads are easy to forget when coordination work is spread across tools.
- Surface active meeting coordination tasks
- Connect pending work to relevant deal context
- Make follow-up easier to prioritize
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 active CalendarHero meeting tasks, match participants to Affinity contacts or deals when possible, and summarize pending requests and missing context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real active meeting task.
Questions about this workflow
Does this send reminders to meeting participants?
No. It reviews active tasks and reports status. Sending a reminder is a separate action.
Will it know which deal a request belongs to?
Only when the returned participant or other available details can be matched to Affinity 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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