Keep portfolio review context together in Dart
Prepare a recurring review brief from the Affinity information available at run time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a new document in Dart.
Why this helps
Portfolio context can be spread across records, making it hard to spot what changed or needs a closer look during regular reviews.
- Create a consistent document for recurring portfolio reviews.
- Gather available relationship details into one review artifact.
- Make it easier to identify questions for follow-up.
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 Affinity portfolio information available at run time, including only the review topics you specify.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check the brief against the information Affinity provides.
Questions about this workflow
Can the brief compare this period with the last one?
Only when Notis has access to both periods' information. If no history or baseline is available, provide it or ask the brief to summarize the current information only.
Can the schedule be changed later?
Yes. Edit the automation's trigger in the Notis portal.
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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