Prepare investor briefings from Affinity context
Put the relationship details you need for a conversation into a focused Dart doc.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Doc
Creates a new document in Dart.
Why this helps
Preparing for an investor conversation can mean reopening multiple records and piecing together the relevant context under time pressure.
- Collect supplied relationship context in a single Dart doc.
- Reduce last-minute searches before investor conversations.
- Use a consistent briefing instruction for recurring preparation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Dart doc summarizing the supplied Affinity relationship and deal context for the upcoming conversation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real briefing request and review the created doc.
Questions about this workflow
Will Notis automatically know which conversation is upcoming?
Only if the request or available Affinity information identifies it. Include the relevant contact and conversation context in the request.
Can the doc include information not present in Affinity?
Notis can only use information made available to it. Supply any additional context you want included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dart. A trigger fires from one place; an action lands in another.
Affinity triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Affinity and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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