Prepare for investor meetings with Affinity context
Start the week knowing which investor conversations are coming up and what Affinity already tells you about them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Meetings
Why this helps
Meeting preparation often means searching the calendar, then separately looking up every investor and deal.
- Bring upcoming meetings into one review
- Surface relevant Affinity context
- Spend less time switching between calendar and CRM
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 my upcoming CalendarHero meetings, find matching Affinity contacts or deals when possible, and summarize useful preparation context; flag unmatched attendees.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real upcoming meeting.
Questions about this workflow
What happens if an attendee has no Affinity match?
The prompt asks Notis to flag unmatched attendees instead of inventing contact or deal context.
Can it create a meeting brief from data Affinity does not contain?
Notis can summarize returned data, but any missing history or preparation notes must be supplied separately.
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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