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Notis

Make pipeline cleanup a short, shared review

Surface records that match your stated cleanup criteria so the team can improve pipeline quality without a long manual sweep.

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

Incomplete records make later reviews and handoffs harder, but cleanup often slips behind urgent work.

  • Create a regular, focused cleanup queue.
  • Make pipeline hygiene visible to the team.
  • Specify the exact completeness checks you care about.

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 cleanup review.
  • 3Describe the record issues to find and how to present them in Discord.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and check that the criteria match your process.

Questions about this workflow

Can it update incomplete Affinity records?

No. This workflow identifies records for review and posts them in Discord. It does not edit Affinity.

Can it detect duplicates?

It can look for duplicates if the relevant identifying details are available and you specify the comparison criteria.

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.

TriggerScheduled

Add recipient to group channel

This action is deprecated and unsupported.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add guild member

Adds a user to a guild using an OAuth token with the guilds.join scope.

ActionInstant

Assign role to guild member

Assigns a role to a member of a server.

ActionInstant

Add reaction to message

Adds an emoji reaction from the bot to a message.

ActionInstant

Add thread member

Adds a user to an unarchived thread if they can access its parent channel.

ActionInstant

Ban user from guild

Permanently bans a user from a guild, optionally deleting their recent messages.

ActionInstant

Bulk ban users from guild

Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.

ActionInstant

Bulk Delete Messages

Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.

ActionInstant

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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