Spot gaps in investor research organization
Review the tags already available against deal context and record concrete suggestions, without silently changing the taxonomy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tags
List tags in the authenticated workspace.
Why this helps
Research themes are harder to find when useful investor topics are not reflected in the workspace's tags.
- Identify possible tag gaps from available source data.
- Keep taxonomy suggestions reviewable in a note.
- Avoid creating unsupported or duplicate labels automatically.
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 to compare available Dovetail tags with accessible Affinity deal context and create a Dovetail note listing supported tag gaps and uncertain suggestions.
- 4Choose the notis_cron trigger, set the review schedule, and select where run reports should go.
- 5Test one run and check each suggestion against the source context.
Questions about this workflow
Will this workflow create or change tags?
No. It creates a note with reviewable suggestions. The listed actions do not include creating or updating tags.
Can it tell whether a tag is missing?
Only by comparing the tags and context available to it. Treat suggestions as candidates when source coverage is incomplete.
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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