Walk into investor meetings with the context ready
Get a short prep note with talking points, questions, and the relevant relationship details you supplied.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
Meeting preparation often means reopening several records and trying to remember which details matter for this conversation.
- Gather relevant details into one prep note
- Identify questions to resolve during the meeting
- Keep the preparation focused on the supplied context
Setup
Build it in a few focused steps.
- 1Connect Affinity and DeepSeek once in the Notis portal.
- 2Create an automation and name it Investor Meeting Prep.
- 3Tell Notis to use the contact and deal context in each request to create talking points, questions, and a short recap of relevant facts.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real meeting example and verify the details.
Questions about this workflow
Does this automatically find my next meeting?
No calendar event source is provided here. Start it with a webhook request that includes the relevant contact and deal context.
What if the request lacks useful context?
Ask the prompt to state which details are missing and avoid inventing facts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to DeepSeek. A trigger fires from one place; an action lands in another.
Affinity triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Affinity and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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