Start investor follow-up with a reviewable draft
Set aside a recurring moment to prepare thoughtful follow-ups from the relationship context you provide, then review before sending.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Regular investor follow-up can slip when composing each message starts from a blank page.
- Create an unsent starting point for review
- Build a repeatable follow-up routine
- Keep drafts in Close
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.
- 3Ask Notis to create an unsent Close email draft from investor context supplied or returned for the run.
- 4Choose the cron schedule and a channel for run reports.
- 5Test with one investor example and review the draft in Close.
Questions about this workflow
Will Notis send the email on the schedule?
No. This workflow should explicitly use draft mode so each email remains unsent for review.
Where does the investor context come from?
Supply it for the run or rely only on data the connected apps can return. The Affinity description does not list a specific data retrieval action.
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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