Give aging Affinity deals a clear next-step review
Ask Notis to scan the available pipeline data on a schedule and post a concise list of deals your team should review.
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
Deals can sit without a next step when founders have to remember which records need another look.
- Create a regular prompt to review deals that may be stuck.
- Share a team-ready list in Discord.
- Set the age or follow-up criteria explicitly in your instruction if Affinity does not return it.
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 deal review.
- 3Describe which deals to flag and what the Discord summary should say in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and adjust criteria if needed.
Questions about this workflow
Can it know how long a deal has been inactive?
Only if Affinity returns usable dates or history, or you supply the relevant baseline or criteria. Notis cannot infer unavailable history.
Will it update deal records?
No. This workflow reviews available deal data and posts a Discord message.
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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