Create a weekly investor pipeline brief from Affinity
Start the week with a report that shows where each investor conversation stands and what needs attention.
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
Pipeline details spread across records make it easy to miss stalled conversations and upcoming follow-ups.
- Review active investor conversations in one document.
- Spot records that need a next step.
- Reduce manual preparation for pipeline meetings.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Describe the report outcome and the Affinity information it should include.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the generated report.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. Affinity does not provide a trigger event in this setup.
Can the report identify stalled deals?
It can summarize available Affinity deal information. Define what counts as stalled in your instruction, or provide a baseline if Affinity does not contain one.
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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