Find supporting content for an investor update
Gather useful references before you prepare an investor update for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
GraphQL Content API Query
Why this helps
Preparing an investor update can involve a last-minute search for supporting product or market context.
- Finds internal references relevant to the provided update context.
- Reduces repeated searching before investor communications.
- Keeps the final wording and sending under your control.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Contentful graphql once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Investor Update References.
- 3Tell Notis to use the submitted Affinity context to query Contentful for relevant references for an investor update draft.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real update scenario and review each reference before using it.
Questions about this workflow
Will this write or send the update?
No. It retrieves Contentful material to support your preparation.
Can it include confidential deal context?
Use only information appropriate for the configured workflow and connected services. The report is based on what you submit and what the tools return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Contentful graphql. A trigger fires from one place; an action lands in another.
Affinity triggers
Contentful graphql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CMA Token
Retrieves an access token for content management.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
GraphQL Content API Persisted Query
Executes a persisted GraphQL query.
Connect any two apps with Notis in the middle.
Affinity and Contentful graphql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Contentful graphql.