Practice investor outreach with real scenarios
Give learners a practical assignment based on a deal or outreach situation, with the task and expectations spelled out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create an assignment
Creates an assignment in a Canvas course.
Why this helps
Outreach practice can feel abstract when assignments lack a realistic scenario and clear deliverable.
- Connect outreach practice to realistic scenarios.
- Make assignment expectations easier to understand.
- Reduce the time spent preparing course work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Canvas once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, describe the scenario, assignment goal, course context, and criteria learners should follow.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one scenario and review the assignment instructions before making it available.
Questions about this workflow
Will Notis invent grading criteria?
The instruction should specify the criteria. Notis can format and clarify them, but should not assume requirements that were not provided.
Can sensitive investor details appear in the assignment?
Tell Notis which details are safe to use and ask it to anonymize or omit any confidential information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Canvas. A trigger fires from one place; an action lands in another.
Affinity triggers
Canvas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create account notification
Creates a notification for the Canvas account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort Quiz Report Generation
Cancels quiz report generation or removes a previously generated report.
Create appointment group
Creates an appointment group with schedulable time slots.
Add conversation message
Adds a follow-up message to an existing conversation.
Create an assignment
Creates an assignment in a Canvas course.
Add course to favorites
Adds a course to the current user’s favorites; no change occurs if it is already saved.
Create assignment override
Creates an assignment override to adjust dates for selected students, a group, or a course section.
Add group to favorites
Adds a group to the current user’s favorites; no change occurs if it is already saved.
Connect any two apps with Notis in the middle.
Affinity and Canvas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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