Create a monthly deal digest from Affinity
Collect the deal context you need for a monthly review in a consistent document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Template to PDF
Generate a PDF from a template and data; processing runs asynchronously by default.
Why this helps
A monthly review can become a manual compilation task when deal updates live in separate records.
- Create a consistent format for recurring deal reviews.
- Include recorded status and next steps for selected deals.
- Make gaps in the source records easy to notice.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cloudlayer once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which deals to include and ask it to populate a Cloudlayer template with their recorded status, notable changes, and next steps.
- 4Pick a monthly Notis schedule and choose where run reports should go.
- 5Test with one real review period and inspect the template output.
Questions about this workflow
Can this cover a specific portfolio?
Yes. State how Notis should identify the relevant deals using information available in Affinity.
Will it know what changed during the month?
Only when the relevant history or dates are available from Affinity. If they are not available, the digest should state that limitation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cloudlayer. A trigger fires from one place; an action lands in another.
Affinity triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Affinity and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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