Make stalled deal context easier to pick back up
Collect the context and unanswered questions behind stalled deals so the next review starts with what is already known.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
When a deal pauses, founders often have to reconstruct the reason and next question from scattered notes.
- Put stalled-deal context in a research note.
- Separate recorded facts from missing reasons or next steps.
- Reduce the effort of restarting a paused conversation.
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 stalled deals and create Dovetail notes with recorded context, unknown reasons, and any stated next question.
- 4Choose the notis_cron trigger, set the review schedule, and select where run reports should go.
- 5Test with one real run and verify the deal status and notes are represented accurately.
Questions about this workflow
How does Notis know a deal is stalled?
The workflow can use a status or date only if Affinity exposes it to the automation. Define what stalled means in the instruction if the available data supports it.
Will it invent a reason for the pause?
No. The instruction should ask it to state when the reason or next step is not recorded.
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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