Create a PDF investor brief from Affinity
Bring deal context together and turn it into a PDF you can share without rebuilding the brief by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Why this helps
Preparing an investor brief often means copying deal and contact details into a separate document, then exporting it manually.
- Reduce copying between your CRM and document tools.
- Create a consistent PDF artifact from the deal details provided.
- Keep a run report for quick follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Investor Brief PDF.
- 3Tell Notis to use the supplied Affinity deal and contact details to create an investor brief PDF.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and provide the source content or file URL.
Questions about this workflow
Does Affinity start this workflow automatically?
Affinity has no listed trigger events here, so a Notis webhook starts it. Send the relevant deal details or a source file URL with the request.
Can it create a PDF from any format?
The conversion task supports multiple conversion types. The automation needs a supported input format and a clearly specified PDF output.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Conversion tools. A trigger fires from one place; an action lands in another.
Affinity triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Affinity and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Conversion tools.