Build an Affinity follow-up priority list
Put the next useful follow-ups in one place, based on the criteria you define for your pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create paper document
Create a Paper document from HTML or Markdown content.
Why this helps
Important investor or deal follow-ups can get buried when there is no simple review queue.
- Turn chosen follow-up criteria into a repeatable review.
- Keep a single prioritized list for your next work block.
- Make the criteria explicit so Notis does not invent a baseline.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dropbox once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, state the follow-up criteria and ask Notis to review matching Affinity records and create a dated Paper list in Dropbox.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the list follows your stated criteria.
Questions about this workflow
Can it decide which records are overdue?
Provide a due-date field or a clear rule in your instruction. If the required timing information is unavailable, Notis cannot infer it.
Can the schedule match my review routine?
Yes. Choose the recurring cadence in the automation trigger setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dropbox. A trigger fires from one place; an action lands in another.
Affinity triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Create a file request so others can upload files to a folder.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate team folder
Reactivates an archived team folder.
Create folder
Create a folder to organize files.
Add file member
Create paper document
Create a Paper document from HTML or Markdown content.
Add file properties
Adds structured custom properties to a file.
Delete file or folder
Permanently delete a file or folder and all its contents.
Add tag to file or folder
Tags a file or folder; the tag is converted to lowercase.
Connect any two apps with Notis in the middle.
Affinity and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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