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Notis

Log investor meeting time from Affinity

Capture meeting time in Clockify from Affinity records that include the details needed for an accurate entry.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Time Entry

Creates a time entry with project, task, tag, and billing details.

Why this helps

Meeting time can go unlogged when the calendar or deal record is the only place the duration was captured.

  • Review meeting records on a predictable schedule.
  • Log only meetings with sufficient timing and project details.
  • Avoid guessing durations when Affinity does not contain them.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Clockify once in the Notis portal.
  • 2Create an automation prompt that identifies eligible meetings and requires recorded start and end times.
  • 3Pick a recurring Notis schedule for the review.
  • 4Choose where run reports should go, then test with one real meeting that has complete timing data.

Questions about this workflow

Will it estimate a meeting duration if none is recorded?

No. The prompt should require reliable start and end times. Missing timing details should be reported for review rather than guessed.

What happens if no matching Clockify project is available?

Tell the automation to report the missing project and skip the time entry until the relationship can be matched.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Clockify. A trigger fires from one place; an action lands in another.

Affinity triggers

Clockify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client in a workspace.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add User to Group

Adds a user to an existing workspace group.

ActionInstant

Create Webhook

Creates a webhook to receive workspace event notifications.

ActionInstant

Delete Client

Permanently deletes a client; this action cannot be undone.

ActionInstant

Create New Project

Creates a project in a workspace, optionally linked to a client.

ActionInstant

Delete Webhook

Deletes an existing webhook.

ActionInstant

Create Shared Report

Creates a shareable summary, detailed, or weekly report.

ActionInstant

Filter Workspace Users

Filters workspace users by criteria.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Clockify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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