Gather Affinity context for an investor update review
Bring the relevant pipeline context into a team review before preparing an investor update, with gaps called out for confirmation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Why this helps
Investor updates take longer when founders have to assemble pipeline context and identify missing information manually.
- Gather current pipeline context for internal review.
- Call out missing information for a human to confirm.
- Keep the workflow focused on preparation rather than sending.
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 update review.
- 3Describe the investor update scope and the details needing review in one instruction.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and verify all claims against returned data.
Questions about this workflow
Does this send an investor update?
No. It creates an internal Discord review brief. It does not send external communications.
Can it identify missing metrics?
It can identify missing values when the relevant fields are available. Name the metrics you want checked in your instruction.
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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