Prepare investor update drafts from Affinity context
Use a recurring run to organize the Affinity updates available to Notis into a draft you can review before sharing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Investor updates take time when deal progress and relevant context must be gathered from multiple records.
- Create a consistent starting draft for investor updates.
- Keep draft claims tied to information available to the run.
- Review and edit the document before sharing it.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the update structure in one instruction and specify the intended recipients or audience if relevant.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real update example and verify every claim before sharing.
Questions about this workflow
Will the update be sent to investors automatically?
No. This workflow generates a draft document for your review.
Can it describe progress since a prior update?
Only when the prior update or suitable history is available to the run. Otherwise, ask Notis to flag the missing comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to DocRaptor. A trigger fires from one place; an action lands in another.
Affinity triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Affinity and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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