Make your pipeline review easier to revisit
Turn an Affinity pipeline review into a concise brief that your team and connected bots can refer back to.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Dataset Record
Adds a text record to a dataset for bot knowledge retrieval.
Why this helps
A pipeline review can produce useful decisions that are hard to recall after returning to other work.
- Capture a short record of the pipeline review
- Keep identified next steps alongside the summary
- Make review context retrievable by connected bots
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chatbotkit once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to summarize accessible Affinity pipeline information, call out apparent next steps, and create one Chatbotkit dataset record for the review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline review and confirm the summary reflects available data.
Questions about this workflow
Can Notis infer why a deal is blocked?
Only when the available Affinity data supports that conclusion. Include your own criteria in the instruction if the reason requires context that is not stored there.
Will this create a task for every next step?
No. This workflow saves a dataset record. It does not create Chatbotkit tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chatbotkit. A trigger fires from one place; an action lands in another.
Affinity triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Affinity and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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