Make investor outreach preparation actionable
Turn an outreach intention into a visible preparation task before it slips behind other work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task in DART.
Why this helps
Investor outreach can stall when preparation steps are unclear or scattered across relationship records and task lists.
- Capture a specific outreach preparation step in Dart.
- Keep the requested task grounded in the supplied relationship context.
- Make outreach work easier to pick up and complete.
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 task for the outreach preparation step described in each Affinity request, using only the supplied details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real outreach request and check that the task describes the intended preparation work.
Questions about this workflow
Will this workflow send an investor message?
No. It creates a Dart task for preparation work. The request should describe the task that needs doing.
What if the request does not say what preparation is needed?
Include the required next step in the request, or instruct Notis to flag incomplete requests in its run report.
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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