Keep investor update links ready to use
Turn a scheduled pipeline review into a tidy collection of links for your next investor update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Collected Link
Adds a link to a publication’s collection.
Why this helps
Useful company and market links get scattered across deal reviews, making investor updates harder to assemble.
- Prepare newsletter research during a regular pipeline review
- Keep selected links together in Curated
- Reduce the effort of assembling investor updates
Setup
Build it in a few focused steps.
- 1Connect Affinity and Curated once in Notis.
- 2Create an automation from Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to review relevant Affinity deals and add useful, source-backed links to the Curated publication collection.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real pipeline review and confirm the links are relevant.
Questions about this workflow
Does this send an investor newsletter?
No. It collects links in Curated. You can create and schedule an issue separately.
What if a useful link is not present in Affinity?
Notis can only use information returned from Affinity or information you supply in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Curated. A trigger fires from one place; an action lands in another.
Affinity triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Creates a draft issue for a publication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Adds a link to a publication’s collection.
List Email Subscribers
Lists a publication’s email subscribers.
List Publications
Lists the publications available to your account.
List Categories
Lists the categories for a publication.
List Issues
Lists a publication’s issues, with optional email performance statistics.
Connect any two apps with Notis in the middle.
Affinity and Curated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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