Build a steady rhythm for investor pipeline reviews
Give the team a structured place to report on investor follow-ups, blockers, and next steps, with Affinity context informing the check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
Pipeline review can become an irregular scramble when follow-ups and blockers have no predictable place to surface.
- Create a repeatable space for follow-up updates and blockers.
- Use Affinity context to shape useful check-in prompts.
- Keep the review cadence consistent without rebuilding it manually.
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 create a Dailybot check-in for investor follow-ups, blockers, and next steps informed by available Affinity pipeline context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the check-in content and cadence.
Questions about this workflow
Does this create a recurring Dailybot check-in?
Yes. The selected action creates a check-in based on a template and supports recurring check-ins with scheduling, reminders, and reporting options.
Does it enroll specific team members?
The listed action is for creating a check-in. Do not assume participant management beyond what Dailybot supports through the connected action.
What if Affinity does not include blockers?
Ask the team to report blockers in the check-in. Notis should not infer fields or history that Affinity does not provide.
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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