Gather diligence files for an investor review
Give Notis the investor or deal context, then have it retrieve Docsumo documents to help assemble a diligence review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
Preparing for investor conversations can mean repeating the same document hunt across separate tools.
- Create a repeatable document retrieval step for diligence preparation.
- Keep investor or deal context in the webhook request.
- Review the returned list before relying on it as a complete diligence set.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation with one instruction describing the diligence document search.
- 3Pick a webhook trigger and include investor or deal context in its request.
- 4Choose where run reports go.
- 5Test with one real investor review and check the returned documents.
Questions about this workflow
Will this identify every required diligence file?
No. The action retrieves documents and does not define a diligence checklist. Supply your checklist or criteria in the prompt and review any gaps.
Can this start from an Affinity event?
No Affinity trigger events are listed here. Use a Notis webhook to start the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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