Prepare your weekly investor update draft
Start with the deal activity already recorded in Affinity, then review a structured draft.
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
Writing an investor update from scratch can turn routine deal tracking into another unfinished task.
- Gather recent deal changes into a repeatable format.
- Reduce time spent assembling a first draft.
- Review the content before sharing it.
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.
- 3In one instruction, ask Notis to summarize recent recorded deal activity and populate a Cloudlayer template as an internal draft.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real reporting period and review the generated PDF.
Questions about this workflow
Will the update be sent to investors?
No. This workflow creates a draft document for you to review.
What counts as recent activity?
Notis can use dates and activity details available in the Affinity records it retrieves. If a date range is important, include it in the instruction.
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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