Review social reports with your pipeline context
Bring account-level social metrics into a scheduled review that also considers your current Affinity pipeline context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List account-level email marketing reports and performance metrics.
Why this helps
Social metrics and deal context are reviewed separately, making it harder to prepare one useful planning snapshot.
- Gather account-level reports on a recurring schedule.
- Add Affinity pipeline context available through its connected MCP or API.
- Surface missing context instead of implying metrics explain deal outcomes.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dotsimple once in the Notis portal.
- 2Create an automation in Notis with a prompt for a concise report review using available pipeline context.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real run and check that the summary distinguishes reported metrics from missing context.
Questions about this workflow
Does the Dotsimple report action provide post-level attribution to deals?
No. It retrieves account-level reports. Any relationship to pipeline context must be treated as a review hypothesis unless the data supports it.
Can I run this only once?
The trigger here is a recurring Notis schedule. Choose a cadence that fits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dotsimple. A trigger fires from one place; an action lands in another.
Affinity triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
Create a tag to organize social media content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Delete media files from a workspace.
Delete Tag
Permanently delete a tag from a workspace.
Get Media File
Retrieve details about a media file.
Get Tag by UUID
Retrieve details about a tag.
List Accounts
List connected social media accounts in your workspace.
List Autoresponders
List autoresponders in your workspace.
List Media Files
List media files in a workspace.
Connect any two apps with Notis in the middle.
Affinity and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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