Review investor outreach from Affinity each month
See outreach activity and follow-up needs in one repeatable monthly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Outreach follow-up can get buried when activity is spread across investor records and conversations.
- Bring outreach details into a recurring review document.
- Surface follow-up items recorded in Affinity.
- Support a consistent monthly relationship review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation describing the outreach review and the details to include.
- 3Choose a monthly schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and confirm the summary reflects available records.
Questions about this workflow
Can it decide which contacts need follow-up?
It can analyze available Affinity information. Describe your criteria, and provide any baseline or history that Affinity does not contain.
Does this send outreach messages?
No. It generates a review document, not outreach messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Carbone. A trigger fires from one place; an action lands in another.
Affinity triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Affinity and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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