Bring campaign analysis into deal planning
Turn a processed campaign report into a concise planning aid alongside the relevant deal context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Campaign PDF Analysis
Downloads a PDF analysis report for a processed campaign.
Why this helps
Campaign analysis can be overlooked when it sits apart from the deal planning conversation.
- Retrieve analysis for a processed campaign when a deal planning request needs it.
- Summarize report findings alongside the context supplied with the request.
- Keep the campaign identifier and report limitations explicit.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Campaign Cleaner once in the Notis portal.
- 2Create the automation by describing the report outcome in plain language, or use Automations, New Automation.
- 3Ask Notis to retrieve a processed campaign PDF analysis and summarize it with the supplied deal context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real processed campaign and confirmed identifier.
Questions about this workflow
Can the action analyze a campaign that is still processing?
The PDF analysis action is for a processed campaign. Check processing status first if needed.
Does this change the deal or campaign?
No. It retrieves a PDF analysis and summarizes it for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Campaign cleaner. A trigger fires from one place; an action lands in another.
Affinity triggers
Campaign cleaner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Campaign
Deletes a saved campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Campaign List
Lists all campaigns in the account.
Download Campaign PDF Analysis
Downloads a PDF analysis report for a processed campaign.
Get Campaign Status
Checks the processing status of a submitted campaign.
Get Credits
Retrieves the available credits; sending a campaign consumes credits.
Connect any two apps with Notis in the middle.
Affinity and Campaign cleaner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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