Start the week with a focused pipeline review
Get a concise review of pipeline context, with attention on the deals that need a decision or follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
A busy pipeline is hard to scan consistently, so important follow-ups can disappear between meetings.
- Review pipeline context on a recurring schedule
- Spot priorities and blockers in one concise report
- Keep follow-up decisions visible
Setup
Build it in a few focused steps.
- 1Connect Affinity and DeepSeek once in the Notis portal.
- 2Create an automation and name it Weekly Pipeline Review.
- 3Tell Notis to retrieve the available Affinity pipeline context and ask DeepSeek to summarize priorities, blockers, and follow-ups, stating when information is missing.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real pipeline example and check the summary.
Questions about this workflow
Does Affinity provide a trigger for this workflow?
No Affinity trigger events are listed. The recurring Notis schedule starts this workflow, and the prompt uses the Affinity data available to the connected tools.
Can the review know whether a deal is stale?
Only if the available Affinity data includes dates or history that support that judgment. Otherwise, provide a baseline or ask the report to flag missing timing information.
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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