Keep investor follow-ups visible in Dailybot
Start the day with a short, actionable view of investor relationships that may need a next step, based on the Affinity data available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Follow-ups slip when relationship context is split across a pipeline and a team chat, leaving founders to reconstruct the day's priorities.
- Bring likely follow-ups into a channel the team already checks.
- Keep the message focused on relationships that need attention.
- Use an explicit activity window so the review matches your team's process.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to find Affinity investor relationships needing follow-up and send a concise Dailybot message with the reason and available context; specify a time window if Affinity data does not define one.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check the message for accuracy.
Questions about this workflow
Can this tell whether an investor needs follow-up?
Notis can assess available Affinity relationship and activity data against your instruction. Supply a follow-up window or rule if Affinity does not provide one.
Where does the message go?
Choose the Dailybot channel or room in your instruction, using a destination available to the connected account.
Will it contact investors?
No. This workflow sends an internal Dailybot message; it does not send investor outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dailybot. A trigger fires from one place; an action lands in another.
Affinity triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Affinity and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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