Prepare investor follow-ups with document changes in view
Send a follow-up request with the investor or deal context. Notis can list Draftable comparisons and draft a focused summary of relevant changes and questions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Comparisons
List document comparisons.
Why this helps
Investor follow-ups lose momentum when you have to hunt down document comparisons before deciding what to ask next.
- Prepare follow-up notes from comparison information that Draftable returns.
- Keep the relevant investor or deal context in the request.
- Surface review questions before sending a follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Draftable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for investor document follow-ups.
- 3In one instruction, ask Notis to list Draftable comparisons and prepare a follow-up note with relevant changes and questions using the context in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real investor follow-up request and review the resulting note.
Questions about this workflow
Will Notis send the investor follow-up?
This workflow prepares a note and reports its result. It does not send investor outreach.
What if a comparison is not in the returned list?
Notis can only work with comparisons returned by Draftable. Include identifying context in the webhook request, and verify that the desired comparison appears.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Draftable. A trigger fires from one place; an action lands in another.
Affinity triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Affinity and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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