Keep Affinity next steps visible across the team
A short scheduled check-in can make upcoming deal commitments easier to spot and act on.
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
Next steps are easy to lose when they live in records that teammates do not revisit every day.
- Bring upcoming commitments into a shared channel.
- Make a repeatable review easier to scan.
- Call out missing next-step details when they are absent from returned data.
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 next-step review.
- 3Describe which next steps to review and the format of the Discord brief.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the brief reflects available data.
Questions about this workflow
Can it identify missing next steps?
It can flag records with missing information if Affinity returns the relevant fields. State which missing details matter in your instruction.
Does the schedule create tasks in Affinity?
No. This workflow reviews and posts a Discord brief; it does not update Affinity.
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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