Start pipeline reviews with a ready-to-scan Discord brief
Get a scheduled snapshot of your Affinity pipeline in Discord, with attention on deals that need a decision or next step.
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
Pipeline reviews take time when everyone has to reopen Affinity and reconstruct what changed or needs attention.
- Prepare a repeatable review brief on a schedule.
- Keep pipeline discussion in a shared Discord channel.
- Surface only information Affinity actually returns.
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 pipeline review.
- 3Describe the brief you want Notis to prepare and post in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example, then review the brief for usefulness.
Questions about this workflow
Does this detect changes between reviews?
Not by itself. Ask Notis to summarize the data returned for the scheduled run. A comparison requires an available history or a baseline you provide.
Can I choose a schedule?
Yes. Choose a recurring schedule as the trigger when creating the automation.
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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