Make deal follow-up easier to scan
Have Notis prepare a short, reviewable document from the deal status and date context available during a scheduled run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Follow-up can slip when deal status and last-contact context are hard to scan in one place.
- Collect candidate follow-ups into a single review document.
- Use only status and date details that are present in the run input.
- Keep suggested next steps separate from confirmed Affinity facts.
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.
- 3In one instruction, define which supplied status and date details qualify for review and ask Notis to label missing context.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real Affinity example and verify the suggested follow-ups before relying on them.
Questions about this workflow
Can Notis decide which deals are overdue?
It can apply a rule you describe to available dates and status details. Provide the rule and required fields, or ask it to flag missing information.
Will it update Affinity or contact investors?
No. This workflow creates a document for review.
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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