Turn Affinity pipeline reviews into Dart work
Make pipeline review findings actionable with a short list of Dart tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task in DART.
Why this helps
Pipeline reviews can surface deals that need attention, but the resulting actions often remain in notes or memory.
- Surface review work as tasks in Dart.
- Create a recurring handoff from pipeline information to team action.
- Let Notis summarize the supplied deal details into a useful task.
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 review the Affinity deal information available at run time and create a Dart task for each deal that meets your stated review criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the task reflects the information available from Affinity.
Questions about this workflow
Can Notis detect how long a deal has been unchanged?
Only if the available Affinity information includes the relevant history or dates. If it does not, provide a baseline or criterion in your instruction or request.
Does the schedule itself decide which deals need review?
No. State the review criteria in the automation instruction, and Notis will evaluate the information available at run time.
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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