Prepare personalized investor outreach from Affinity context
Give Cody the contact context and deal details you provide, then shape a relevant outreach draft in conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Starts a new conversation with a bot.
Why this helps
Writing investor outreach takes extra effort when contact context and current deal details live in different places.
- Start a drafting conversation with the contact and opportunity context supplied in the request.
- Ask Cody to use relevant company knowledge without inventing personal details.
- Keep the draft available for refinement before sending.
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: start a Cody conversation that proposes a concise outreach angle using only supplied contact details and relevant Cody knowledge.
- 3Pick a Notis webhook trigger and arrange for the request to include the contact and deal context.
- 4Choose where Notis run reports should go.
- 5Test with one real contact request and review the draft for accuracy.
Questions about this workflow
Does this send a message to the investor?
No. The action starts a Cody conversation for preparing and reviewing outreach; it does not send email or messages.
Can Cody infer details about the contact?
Ask Cody to rely on supplied details and relevant knowledge, and to flag missing context rather than invent it.
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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