Make investor outreach coverage easier to review
See the outreach activity you have recorded in Affinity in a Databox dataset built for a quick coverage check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Why this helps
Outreach coverage is hard to assess when activity is recorded in one place and reviewed somewhere else.
- Review recorded outreach activity in Databox.
- Identify contacts that may need a human follow-up review.
- Reduce manual aggregation before investor updates.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Databox once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to summarize available Affinity investor outreach activity using your chosen coverage criteria and push the records to your Databox dataset.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real contact example and verify the summary reflects the activity Affinity provides.
Questions about this workflow
Can this report tell whether an investor replied?
Only if the relevant reply or activity information is available from Affinity. State any additional status data you need as missing.
Does the workflow send investor outreach?
No. It summarizes available records and pushes data to Databox; it does not contact investors.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Databox. A trigger fires from one place; an action lands in another.
Affinity triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Creates a dataset in Databox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Creates a data source in Databox.
Delete Dataset
Permanently deletes a Databox dataset; this action cannot be undone.
Delete Data Source
Permanently deletes a Databox data source and its datasets; this action cannot be undone.
Get Dataset Ingestion Status
Checks the status of a Databox dataset ingestion.
List Accounts
Lists Databox accounts available to the authenticated user.
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Connect any two apps with Notis in the middle.
Affinity and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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