Make follow-up candidates easier to review
Ask Notis to review the Affinity deals relevant to your follow-up process and prepare a PDF list for your next action pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Potential follow-ups can slip when a founder has to remember which deals to revisit and reconstruct each one's context.
- Create a repeatable review artifact from returned deal data.
- Make the next follow-up pass easier to begin.
- Avoid implying a deal is stale unless the requested data or supplied rules support that judgment.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, define what qualifies for your follow-up review using available Affinity data, then request an HTML list converted to PDF.
- 4Pick the notis_cron trigger and choose the schedule and run-report destination.
- 5Test with one real example and confirm the criteria use fields or history that are available.
Questions about this workflow
How does Notis decide a deal needs follow-up?
You describe the criteria in the instruction. Any dates, activity history, or baseline needed must be returned by Affinity or supplied by you.
Does Customjs update the pipeline?
No. This workflow uses Customjs to convert HTML to PDF; it does not use a pipeline update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Customjs. A trigger fires from one place; an action lands in another.
Affinity triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Affinity and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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