Automate weekly Affinity pipeline review documents
Start the week with a prepared pipeline review document instead of manually assembling deal notes.
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
Regular pipeline reviews take focus when the same deal information must be gathered and formatted each week.
- Prepare a recurring review document from available Affinity deal information.
- Use a Documint template for a consistent PDF.
- Reduce manual preparation before a pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documint once in the Notis portal.
- 2Create an automation and describe the weekly pipeline review PDF outcome in one instruction.
- 3Pick a Notis cron schedule and choose where run reports go.
- 4Test with one real deal example and confirm the generated PDF.
Questions about this workflow
What does the schedule trigger do?
A Notis cron trigger starts the automation on a recurring schedule you choose.
Does Affinity provide a weekly trigger?
No Affinity trigger event is listed here. This workflow uses a Notis schedule and the Affinity information available to 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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