Check deal readiness against available content
Review whether active deals have relevant material ready for upcoming conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GraphQL Content API Query
Why this helps
Preparation can slip when no one checks whether the right internal materials are available for active deals.
- Checks active deal context against existing content.
- Makes preparation gaps easier to see early.
- Supports a repeatable review without manually searching each deal.
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 Deal Readiness Scan.
- 3Tell Notis to review active deals and query Contentful for entries relevant to each deal's recorded needs.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review and validate both matches and gaps.
Questions about this workflow
How are deal needs determined?
Notis can use the needs recorded in Affinity or details included in the instruction. If the needs are not recorded, supply them.
Does the scan certify that a deal is ready?
No. It reports relevant content found in Contentful and any gaps under your stated criteria.
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.