Make investor insights useful in active deal reviews
Revisit a relevant finding alongside current deal context and document what it supports, what it does not, and what to ask next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Insight
Retrieves details of an insight.
Why this helps
Research can be valuable in theory but hard to apply when insight evidence is not connected to active deal context.
- Apply an existing insight to a concrete deal question.
- Keep evidence distinct from interpretation.
- Capture practical follow-up questions in a note.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which deal question to review and to create a Dovetail note connecting relevant insight evidence with accessible Affinity context and unanswered questions.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test one run and verify the note uses the relevant insight and available deal details.
Questions about this workflow
Does this workflow change the insight?
No. It creates a note that applies the insight to deal context.
What if the deal does not match the insight?
The note should say the available context does not support applying that insight, rather than forcing a connection.
When this happens · Trigger
Do this · Action
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.
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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