See which Affinity deals may need attention
Get a short, actionable review list instead of hunting through the pipeline for deals that have gone quiet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a page
Creates a new page in a document.
Why this helps
Potential follow-ups are easy to miss when there is no quick way to spot deals that match your attention criteria.
- Review potential follow-ups in one Coda page.
- Use criteria you define for when a deal needs attention.
- Make recurring pipeline triage easier to begin.
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 your criteria for a deal that needs attention.
- 3Tell Notis to find matching Affinity deals and create a Coda page with each deal and its available context.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test against one real review period and check which deals were included.
Questions about this workflow
Can it determine how long a deal has been quiet?
Only if Affinity exposes suitable date or activity information. State the criteria in your prompt and confirm the needed data is available during the test.
Does this workflow send follow-up messages?
No. It creates a Coda review page so you can decide what follow-up to take.
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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