Keep investor document follow-up moving each week
A scheduled sweep brings parsed document details back into view, helping you decide which deal needs a closer look or a follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Multiple Document Results
Retrieves parsed data from multiple documents.
Why this helps
When investor document reviews happen only between meetings, details can sit unnoticed until the next manual check.
- Create a recurring prompt to review parsed document results.
- Bring relevant Affinity deal context into the review.
- Get a report that calls out missing identifiers or documents needing attention.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docparser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language; describe the weekly review outcome in one instruction.
- 3Pick a recurring Notis schedule and choose where run reports go.
- 4Test with one real deal and a known Docparser parser before relying on the recurring review.
Questions about this workflow
Can the schedule determine which deals changed?
No change event or change history is listed for Affinity. Ask Notis to review the deal context you provide or can access, and supply any baseline needed to identify changes.
How many parsed results can this retrieve?
The action returns up to 100 results by default, with a maximum of 10,000. Set a suitable limit in the instruction if the tool supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docparser. A trigger fires from one place; an action lands in another.
Affinity triggers
Docparser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Multiple Document Results
Retrieves parsed data from multiple documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Parser Models
Lists layout models for a parser.
List Parsers
Lists document parsers linked to the account.
Ping API
Checks authentication and connection health.
Connect any two apps with Notis in the middle.
Affinity and Docparser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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