Keep investor relationships warm with a weekly check-in
A small, thoughtful touchpoint is easier to maintain when you do not have to remember every contact yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
Investor relationships need steady attention, but recurring outreach competes with the rest of a founder's work.
- Make relationship maintenance more consistent.
- Use available contact and deal context to guide the check-in.
- Keep the message brief and personal.
Setup
Build it in a few focused steps.
- 1Connect Affinity and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which contacts are due for a check-in and to send a brief, relevant SMS.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real contact and check the recipient and message.
Questions about this workflow
Can Notis track the last time I contacted someone?
Only if that history is available to Notis through Affinity. If it is not, supply the check-in rule or tracking data.
Can it avoid repetitive messages?
Instruct Notis to use available conversation or deal history and skip contacts without enough context to write a useful note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to ClickSend. A trigger fires from one place; an action lands in another.
Affinity triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
Create Email Delivery Receipt Automation
Creates a rule that triggers actions when email delivery receipts arrive.
Create Inbound Fax Automation
Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Affinity and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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