Turn Affinity Deal Context Into Investor Follow-Up Openers
Give your Convolo AI character useful context before the next investor conversation, without rebuilding the story from memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Why this helps
Investor follow-ups lose momentum when you have to revisit deal notes and invent a relevant opening each time.
- Use current deal and contact context when preparing opening lines.
- Reduce time spent switching between CRM notes and conversation setup.
- Keep follow-up language focused on the next useful discussion.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the Affinity deals and contacts you specify, then generate relevant opening lines for the selected Convolo AI character.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real deal and contact, then review the generated lines.
Questions about this workflow
Does Affinity start this automation when a deal changes?
No. Affinity has no available trigger events in this setup. Choose a recurring Notis schedule to review Affinity data.
What information can shape the opening lines?
Notis can use deal and contact details available through Affinity. Specify which records and conversation purpose to consider in your instruction.
Do I need an existing Convolo AI character?
Yes. The Generate Starter Conversation action is for a character, so identify the character to use in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Convolo ai. A trigger fires from one place; an action lands in another.
Affinity triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
Affinity and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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