Start a weekly deal review with Cody
Set aside a recurring review moment and use Cody to organize the deal context you bring to the conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Conversation
Starts a new conversation with a bot.
Why this helps
Pipeline reviews are easy to postpone when deal context and next questions are not gathered in one place.
- Create a predictable starting point for reviewing deal priorities.
- Use Cody to organize supplied pipeline notes into decisions and follow-ups.
- Keep unknowns visible instead of assuming Cody can see current Affinity records.
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 helps review supplied deal notes, identify decisions, and list follow-up questions.
- 3Pick a Notis cron trigger and choose a recurring review time.
- 4Choose where Notis run reports should go.
- 5Test with a real pipeline snapshot or notes and check the conversation.
Questions about this workflow
Will the scheduled run fetch my current Affinity pipeline?
No Affinity read action or trigger is listed. Provide a pipeline snapshot or deal notes for Cody to review.
Can I change the review cadence?
Yes. Choose the recurring schedule when setting the Notis cron trigger.
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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