Create a weekly Affinity pipeline review
Start the week with a written pipeline snapshot that highlights what needs your attention.
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
Pipeline reviews can slip when deal updates are spread across records and nobody has time to assemble a summary.
- Create a regular written overview of pipeline information.
- Surface deals and follow-ups that merit attention.
- Keep a dated review document in Dropbox.
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, ask Notis to summarize the available Affinity pipeline and create a dated Paper review at a named Dropbox path.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the summary for useful coverage.
Questions about this workflow
Can the review compare changes since last week?
Only if the previous baseline is available to Notis or you provide it. Otherwise, ask for a snapshot of the current available pipeline data.
Can I choose when it runs?
Yes. Select the recurring schedule in the Notis automation 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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