Connect Affinity to Dovetail
When something happens in Affinity, Notis takes the next step in Dovetail. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Affinity to Dovetail
Save Investor Call Context to Dovetail
Turn an Affinity deal update into a structured Dovetail record with investor context, stated needs, and follow-up questions.
Classify Deal Feedback in Dovetail
Convert an incoming Affinity deal update into a Dovetail channel data point, with a concise summary and research classification.
Capture Investor Patterns as Dovetail Insights
Synthesize an incoming Affinity deal update into a Dovetail insight when it contains a supported finding worth sharing.
Build a Weekly Investor Research Brief
On a schedule, review Affinity deal information available to Notis and create a Dovetail doc summarizing changes, themes, and open questions.
Keep Stalled Deal Research Notes Current
On a schedule, review accessible Affinity deals that appear stalled and write Dovetail notes with known context and missing follow-up information.
Register Research Contacts in Dovetail
When an Affinity update includes a relevant investor, create a Dovetail contact so research notes can be associated with that person.
Create Dovetail Channels for Investor Research
Create a Dovetail channel from an Affinity update when it identifies a distinct, confirmed research initiative that needs its own home.
Correct Dovetail Research Data from Deal Updates
Use an incoming Affinity correction to update the title or fields of an existing Dovetail data item when its identity is clear.
Correct Dovetail Insight Titles from Affinity
When an Affinity update clarifies a finding, update the title or custom fields of the matching Dovetail insight using a confirmed identifier.
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dovetail. A trigger fires from one place; an action lands in another.
Affinity triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
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8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Affinity and Dovetail
Connect any two apps with Notis in the middle.
Affinity and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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