Make investor next steps easier to pick up
Put a recurring review prompt in Close so open investor conversations have a regular moment for their next action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
When follow-up depends on remembering context later, small next steps can get lost.
- Keep next-step review visible in Close
- Create a consistent follow-up routine
- Base review details on information actually available
Setup
Build it in a few focused steps.
- 1Connect Affinity and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Close task to review the investor next steps supplied or available for the run.
- 4Choose the cron schedule and a channel for run reports.
- 5Test once with an investor example and check the task in Close.
Questions about this workflow
Does the workflow find every open investor commitment?
Only if the relevant information is supplied or accessible through the connected apps. The available Affinity description does not promise a specific commitment-history field.
Can the task include a due date?
Use a due date only when your instruction or the run provides one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Close. A trigger fires from one place; an action lands in another.
Affinity triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Affinity and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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