Bring performance indicators into portfolio review
Get the available performance indicators into a regular review without another manual lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Performance Indicators
Retrieve the available performance indicators.
Why this helps
Operational metrics can be overlooked when founders are focused on portfolio relationships and deal decisions.
- Retrieve available Connecteam performance indicators on a schedule.
- Combine the result with portfolio context you provide.
- Create a repeatable input for operational review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Ask Notis to retrieve Connecteam performance indicators on a recurring schedule and summarize them with Affinity context you supply.
- 4Pick a schedule trigger and report destination.
- 5Test with a real indicator lookup and the context you want considered.
Questions about this workflow
Does the action return historical performance trends?
The provided action lists available performance metric indicators. Do not assume it returns historical values or a baseline.
Can Notis use Affinity data automatically?
No. Supply the portfolio context you want considered because the available Affinity trigger list is empty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Connecteam. A trigger fires from one place; an action lands in another.
Affinity triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Affinity and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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