Keep investor relationship coverage on your weekly review
Pair a simple team directory snapshot with the relationship context you choose to bring from Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Retrieve the users associated with the account.
Why this helps
Investor relationship work can depend on knowing who is available to help, but that information is easy to miss during a busy week.
- Receive a recurring Connecteam user list for review.
- Bring relevant investor relationship notes you supply into the run.
- Surface coordination questions before they become follow-up gaps.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Ask Notis to retrieve Connecteam users on a schedule and summarize them with investor relationship context you provide from Affinity.
- 4Choose a schedule trigger and where run reports should go.
- 5Test with one real user list and the relationship context you want considered.
Questions about this workflow
Does this workflow access Affinity relationship history automatically?
No. Affinity has no trigger event in the provided context. Supply the relationship information you want included.
Can it send investor outreach?
No. The selected action retrieves Connecteam users. It does not send outreach or team messages.
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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