Start the week with investor research in one place
Get a scheduled snapshot of available deal context, emerging themes, and open questions in a Dovetail doc.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Reviewing investor pipeline context manually takes time and makes it harder to carry research themes into the week.
- Gather available deal context into one readable brief.
- See themes and open questions without revisiting every record.
- Keep the report grounded in the data Affinity provides.
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 the Affinity deal information it can access and write a Dovetail doc with changes, supported themes, and unanswered questions.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test with one real run and confirm the doc reflects the available Affinity information.
Questions about this workflow
Does the brief include all deal history?
It includes only information the automation can access at run time. Specify a time window in the instruction if the source data supports it.
Can it report deal changes over the week?
A change comparison requires current and prior information to be available. If no history or baseline is available, the brief should say so.
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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