Get a weekly investor pipeline digest where your team works
Replace a manual status roundup with a scheduled digest of investor pipeline context in your Discord channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Why this helps
A weekly pipeline update can consume founder time as they gather details and rewrite the same status for the team.
- Prepare a recurring investor pipeline digest.
- Share a common view with teammates in Discord.
- Use only the investor and deal information available to the automation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Discordbot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the investor digest.
- 3Describe the pipeline scope and digest format in one instruction.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real example and refine the brief.
Questions about this workflow
Can it report changes since last week?
Only when relevant history or a prior baseline is available to Notis. Otherwise, the digest summarizes current returned data.
Can the digest focus on specific investors?
Yes. State the scope in your instruction, provided Affinity can return the relevant records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Discordbot. A trigger fires from one place; an action lands in another.
Affinity triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Affinity and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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