Keep investor paperwork visible month to month
Review the current investor document picture without rebuilding the context each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
Investor paperwork can spread across multiple deal conversations, making it harder to get a consistent overview.
- Prepare a recurring view of investor-related documents.
- Use only deal and investor context supplied in the prompt and returned data.
- Make document review easier to fit into monthly operations.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and specify investor or deal context in the prompt.
- 3Tell Notis to list Docnify documents monthly and prepare a concise investor paperwork overview.
- 4Pick the monthly cron schedule and choose where run reports should go.
- 5Test one run and check that supplied context supports the desired overview.
Questions about this workflow
Will this pull investor data from Affinity automatically?
No. Affinity has no trigger events here. Include the investor or deal context in the prompt.
Can it identify investors if the document list has no matching details?
No. Any missing identifiers or context must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docnify. A trigger fires from one place; an action lands in another.
Affinity triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Affinity and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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