Draft a deal memo from Affinity context in Cody
Convert the deal details you send into a reviewable memo, with supporting knowledge and open questions called out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Deal notes can be scattered across CRM records and internal knowledge, making it hard to prepare a consistent review memo.
- Create a reusable memo in Cody from context included in the request.
- Separate supplied facts from Cody knowledge and unresolved questions.
- Make deal review easier to resume and share with your team.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cody once in the Notis portal.
- 2Create an automation and describe the outcome in one instruction: create a Cody document with a concise deal summary, relevant knowledge, evidence, and open questions based on the request.
- 3Pick a Notis webhook trigger and arrange for the request to include the deal information to summarize.
- 4Choose where Notis run reports should go.
- 5Test with one real deal request and review the created document.
Questions about this workflow
Will this workflow read an Affinity record automatically?
No Affinity trigger or read action is listed. The webhook request must supply the deal information you want included.
What should the memo do when information is missing?
Ask Cody to label missing details as open questions instead of filling gaps with assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cody. A trigger fires from one place; an action lands in another.
Affinity triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Affinity and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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