Carry investor questions from the webinar into follow-up
Bring session questions and answers into the next deal conversation by asking Notis to review a specified session's Q&A history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Session Q&A History
Retrieves the questions and answers from a session’s Q&A.
Why this helps
Important investor questions can be forgotten once a live webinar ends and the next task takes over.
- Preserve questions that matter to a live deal.
- Reduce manual review of session history.
- Prepare more relevant investor follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and ClickMeeting once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the Q&A review.
- 3In one instruction, name the Affinity deal or contact, specify the ClickMeeting conference and session, and request a concise Q&A summary.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one completed session that has Q&A history.
Questions about this workflow
Does this retrieve chat messages too?
No. It retrieves the session's Q&A history. Use chat actions when you need chat-session information.
Can it identify which questions are important?
It can summarize and prioritize based on your instruction and available Affinity context. State the criteria you care about.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clickmeeting. A trigger fires from one place; an action lands in another.
Affinity triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Create a conference to schedule or start a meeting or webinar.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Access Tokens
Generates access tokens for participants when a conference room uses token protection.
Create Contact
Add a contact or pre-register an attendee.
Delete Conference
Delete a conference.
Delete Recording
Permanently deletes a conference recording; it cannot be recovered.
Delete Recordings
Deletes all recordings for a conference room.
Delete File
Generate Autologin URL
Creates a time-sensitive link for a participant to access a conference room directly.
Connect any two apps with Notis in the middle.
Affinity and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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