Prepare a delivery day brief for deal materials
See what is due to arrive on a chosen day and which deal handoffs may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
View All Deliveries
View all delivery jobs scheduled for a specific date.
Why this helps
A founder can miss a delivery that matters to a deal when the daily plan is spread across apps.
- Retrieves all deliveries for a specified date.
- Highlights jobs only when matching deal context is available.
- Puts delivery-day information in a concise report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Detrack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve deliveries for the chosen date and summarize those connected to the supplied Affinity deal context, identifying any unmatched jobs clearly.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a date that has known delivery jobs.
Questions about this workflow
Can it identify deal-related deliveries without a reference?
No. Provide matching context such as a delivery order number or searchable reference if the Detrack records do not include an obvious deal association.
Can the date be relative, such as today?
Yes, specify the date rule in the automation instruction and confirm it in a test run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Detrack. A trigger fires from one place; an action lands in another.
Affinity triggers
Detrack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Collection
Add a pickup job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete All Collections
Delete all collection jobs for a specific date.
Bulk Create Depots
Creates multiple depots, each with a name and geocodable address.
Delete All Deliveries
Delete all delivery jobs for a specific date.
Create Depot
Creates a depot as a starting or ending point for delivery routes.
Delete Delivery
Delete one or more delivery jobs.
Edit Delivery
Update details of existing delivery jobs.
Search
Find deliveries, collections, or vehicles matching your search.
Connect any two apps with Notis in the middle.
Affinity and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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