Keep investor reengagement visible
Get a recurring list of investors who may merit another touch, based on the history and timing details Affinity provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post Message
Posts a new message to a room, optionally marking it unread for the sender.
Why this helps
Investor relationships can go quiet when the last touch is buried in contact or deal history.
- Surface possible reengagement candidates in a shared room.
- Use available history to make the review more specific.
- Give the team a manageable list to confirm and act on.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chatwork once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: review Affinity history for investor contacts that may merit reengagement and post candidates with the available last-touch context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real review and adjust the instruction to match the history Affinity returns.
Questions about this workflow
How does it decide who is due for reengagement?
Use the timing or relationship criteria you specify, based on history Affinity makes available. The workflow cannot infer a private cadence that was not provided.
Does it automatically contact investors?
No. It posts candidates for review in Chatwork.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chatwork. A trigger fires from one place; an action lands in another.
Affinity triggers
Chatwork actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Message
Deletes a specific message from a chat room.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chatwork Room
Creates a group chat room with assigned roles and optional invitation link settings.
Get Chatwork Contacts
Retrieves a list of all contacts.
Create Room Invitation Link
Creates a shareable invitation link for a room; creation fails if a link already exists.
Create Task in Chatwork Room
Creates a room task assigned to specified users, optionally with a deadline.
Get My Chatwork Status
Retrieves your current status, including unread messages and tasks.
Get Room Members
Retrieves the members of a chat room.
Delete or Leave Chatwork Room
Connect any two apps with Notis in the middle.
Affinity and Chatwork, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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