Keep investor research insights connected to deal context
Review what the research says alongside available deal information, then record only a new finding with clear evidence.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Insights
Lists workspace insights, with optional filters and pagination.
Why this helps
Research insights can become detached from changing deal context or repeated without adding a useful conclusion.
- Check existing research against currently available deal context.
- Reduce duplicate or unsupported insight creation.
- Keep evidence and missing context 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 to review accessible Dovetail insights and Affinity deal context, then create a new Dovetail insight only for a distinct supported finding with evidence and gaps.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test one run and check that any new insight adds a distinct finding rather than repeating existing content.
Questions about this workflow
Does this update existing insights?
No. The workflow creates a new insight only when a distinct supported finding is available.
Can it always detect duplicates?
It can compare only insights and deal context available at run time. Review the result if the relevant research history 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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