Make stalled deal ownership easier to review
Get a regular, focused review of Affinity deals that may need attention, with Dailybot user details available to help clarify ownership.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Users
Retrieves users in the authenticated DailyBot organization.
Why this helps
Deals can sit untouched while founders try to remember who owns the next step and where to find the right teammate.
- Surface deals that may need a follow-up without manually scanning the pipeline.
- Retrieve the Dailybot roster to help clarify teammate names and ownership.
- Give the team a consistent review point.
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 deals with no recent activity and retrieve the Dailybot user roster for an ownership review; specify what counts as stale if Affinity does not provide that threshold.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Does Affinity provide a trigger for this automation?
No. This workflow uses a Notis schedule to start, then asks Notis to review Affinity data.
How does it decide a deal is stale?
Use an activity date or history available in Affinity. If the data does not include a suitable threshold, state the age limit in the instruction.
Does this assign deal owners?
No. It retrieves Dailybot user details to support a review; it does not change deal ownership.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dailybot.