Generate monthly portfolio summary documents from Affinity
Make portfolio reporting easier to start with a recurring summary document built from available deal information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Monthly portfolio summaries can become a recurring scramble to collect and format the latest deal context.
- Create a recurring portfolio summary document.
- Use supplied or available Affinity information in the Documint template.
- Lower the effort needed to start monthly reporting.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documint once in the Notis portal.
- 2Create an automation and describe the monthly portfolio summary outcome in one instruction.
- 3Pick a Notis cron schedule and choose where run reports go.
- 4Test with one real portfolio example and confirm the generated PDF.
Questions about this workflow
Can the summary include historical changes?
Only if that history is available to the automation or supplied in the request. Provide any baseline or prior-period information that is needed.
When will it run?
It runs on the Notis cron schedule selected when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Documint. A trigger fires from one place; an action lands in another.
Affinity triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Affinity and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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