Know which team routines are available for pipeline follow-up
Bring the current Dailybot workflow list into a pipeline review so the team can spot an existing routine that may help with follow-through.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Workflows List
Why this helps
Teams can miss useful routines when they review pipeline work without knowing which Dailybot workflows already exist.
- Make existing team routines easier to recall during pipeline review.
- Avoid recreating a process that may already be available.
- Pair the workflow list with current Affinity review context.
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 review the relevant Affinity pipeline context and retrieve the Dailybot workflows list for the review report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real review example and confirm the report is useful.
Questions about this workflow
Does this run a Dailybot workflow?
No. It retrieves the list of workflows the connected user can access so the team can review available routines.
Why include Affinity?
The pipeline review context makes the Dailybot workflow list relevant to a specific investor follow-up review.
Can it identify a workflow's suitability?
Notis can summarize listed workflow details returned by Dailybot, but should avoid claiming details that the list does not include.
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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