Start the week with a deal document review digest
Get a scheduled summary of available Draftable comparisons, focused on the active deal priorities you specify in the automation prompt.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Comparisons
List document comparisons.
Why this helps
Document review tasks can get lost between deal conversations when there is no regular moment to scan the available comparisons.
- Create a regular checkpoint for reviewing available comparison results.
- Reduce the effort of gathering document changes for deal discussions.
- Focus the digest on priorities explicitly described in the automation prompt.
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 the weekly review.
- 3In one instruction, ask Notis to list Draftable comparisons and summarize relevant changes against the deal priorities you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real comparison review and confirm the digest reflects the available results.
Questions about this workflow
Can this digest identify all active Affinity deals automatically?
The listed Draftable action retrieves comparisons. Any deal priorities or context not included in the available results must be supplied in the automation prompt or request.
Does the action retrieve every comparison at once?
The action returns a paginated list. The workflow should summarize the page it retrieves and make any pagination limits clear in its report.
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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