Review time spent on deals that have gone quiet
See the Clockify work associated with opportunities that have not moved recently, using your own definition of stale.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Detailed Report
Generates a detailed time entry report.
Why this helps
Time may continue going into opportunities that are no longer active, without an easy review of the effort involved.
- Surface tracked effort linked to quiet opportunities.
- Apply a staleness rule that matches your pipeline practice.
- Create a detailed report to support a keep, pause, or close decision.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clockify once in the Notis portal.
- 2Create an automation prompt defining stale deals and how to match them to Clockify projects.
- 3Pick a recurring Notis schedule for the review.
- 4Choose where run reports should go and test with one real stale deal and its matched project.
Questions about this workflow
What counts as stale?
Set the rule in the prompt, such as no stage change for a chosen period, if that information is available in Affinity.
Does the workflow decide whether to close a deal?
No. It generates a report of matched Clockify activity to help you review the opportunity.
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.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
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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