Review content coverage across deal stages
Understand where your active deal stages have supporting content available.
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
It is difficult to tell whether teams have enough relevant material for the different stages of a deal.
- Summarizes content matches by stage information available in Affinity.
- Highlights stage areas with little or no relevant material.
- Supports decisions about where to create or organize content.
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 Stage Content Coverage.
- 3Tell Notis to group Affinity deals by available stage and query Contentful for relevant material per stage.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real pipeline sample and check how deals were grouped.
Questions about this workflow
Will it measure every stage equally?
It can report on stages represented in the Affinity data returned and the matching Contentful results. Ensure your instruction names any relevant stage criteria.
Can it create material for uncovered stages?
No. It identifies potential gaps for you to act on.
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.