Bring research insight into deal preparation
Put a relevant research finding beside the deal context you need, with questions to carry into the next conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export Insight
Exports an insight’s title and body as HTML or Markdown.
Why this helps
Preparing for investor conversations often means searching research insights and deal notes separately.
- Connect a relevant insight to available deal context.
- Prepare focused questions for the next conversation.
- Keep the source insight and unknowns visible.
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 investor or deal question to prepare for, and to use a relevant Dovetail insight and accessible Affinity context to create a Dovetail doc with evidence and follow-up questions.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test one run and verify the doc uses the intended insight and deal context.
Questions about this workflow
Does it send the brief outside Dovetail?
No. This workflow creates a Dovetail doc. Run reports go to the report channel you choose during setup.
What if no relevant insight is available?
The instruction should ask Notis to state that no relevant insight was found rather than inventing one.
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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