Gather investor research for a question you revisit
Ask Notis to review available research documents and deal context on a schedule, then save a concise evidence-led synthesis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Docs
Lists workspace docs, with optional filters and pagination.
Why this helps
Useful context lives across research documents and deal records, making repeat analysis slow to restart.
- Bring available research and deal context into one doc.
- Answer a recurring question with supporting details.
- Show when the source material does not answer the question.
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 the investor research question, which available Dovetail documents to consider, and to create a Dovetail doc with evidence and unanswered parts.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test one run and confirm the doc reflects accessible source material.
Questions about this workflow
Can it search every Dovetail document?
The workflow can use only documents the connected tools make available. Narrow the instruction if the workspace contains unrelated research.
Will it answer beyond the source material?
The instruction should require evidence and explicitly call out unanswered parts rather than filling gaps with assumptions.
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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