Start your pipeline review with a fresh Coda doc
Make your recurring pipeline review easier to start and simpler to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create doc
Creates a new document, optionally by copying an existing one.
Why this helps
A pipeline review takes extra effort when you have to gather and organize deal context before you can make decisions.
- Create a consistent starting point for recurring reviews.
- Bring pipeline information into a Coda doc you can work from.
- Spend less time gathering and more time deciding.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt for the review you want.
- 3Tell Notis to review the available Affinity pipeline data and create a Coda doc summarizing the deals and open questions.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one real example and check the created doc.
Questions about this workflow
Can I specify which deals the review should cover?
Yes. Describe the scope in the prompt, using criteria that can be checked against data available in Affinity.
Will it compare the pipeline with a previous review?
Only if the previous review or comparison baseline is available to Notis. Otherwise, provide the baseline or ask for a current-state summary.
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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