Prepare investor outreach with an Affinity research brief
Review the relationship context first, so outreach starts with a clearer picture of the connection.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a page
Creates a new page in a document.
Why this helps
Before reaching out, you may need to search multiple contact and deal records to understand the relationship.
- Gather available contact context in one place.
- Prepare for outreach without manually searching across records.
- Keep the brief attached to the contact or request that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the outreach preparation brief you want.
- 3Tell Notis to find the specified Affinity contact and related available context, then create a Coda page for review before outreach.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real contact and review the brief for useful context.
Questions about this workflow
Will the automation send an outreach message?
No. It creates a research brief in Coda. Use the brief to decide what to say and when to send it.
Can it include relationship history?
It can include history available from Affinity. Ask for specific details in the prompt and provide any context that is not stored there.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Coda. A trigger fires from one place; an action lands in another.
Affinity triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Adds a publishing category to a pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Adds contributors to a Pack’s public listing.
Add a permission for pack
Grants or updates access to a pack for a user or workspace.
Add custom domain
Adds a custom domain to a published document.
Add permission
Adds a permission to a document.
Begin content export
Starts an export of page content in HTML or Markdown format.
Content export status
Checks an export’s status and retrieves its download link when ready.
Copy Document
Creates a copy of an existing document.
Connect any two apps with Notis in the middle.
Affinity and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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