Turn a recurring deal question into a research document
Ask Notis to review accessible Affinity deal context on a schedule and document an answer, evidence, and information gaps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Doc
Updates an existing doc’s title or custom fields.
Why this helps
Recurring deal questions can trigger repeated manual searches without leaving behind a consistent research record.
- Leave a durable record of recurring deal research.
- Keep findings tied to accessible source information.
- Make missing evidence visible to the reader.
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 recurring deal question to answer and to create a Dovetail doc with the answer, supporting details, and gaps in available information.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test one run against real Affinity information and review the doc for evidence and gaps.
Questions about this workflow
Can I choose the research question?
Yes. State the question directly in the automation instruction and keep it within the Affinity information available to Notis.
Will each run compare against the prior doc?
Only if the prior information is accessible to the automation. Otherwise, each doc reflects the current available data.
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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