Keep investor context ready for future conversations
Preserve a concise, useful investor reference in ElevenReader's knowledge base when relevant Affinity context arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Text Document
Adds a text document to the knowledge base.
Why this helps
Investor details and relationship context can be hard to retrieve when preparing for a conversation.
- Preserve supplied investor context in a searchable agent knowledge base
- Reduce repeated context gathering before conversations
- Keep the reference concise and focused on useful details
Setup
Build it in a few focused steps.
- 1Connect Affinity and ElevenReader once in the Notis portal.
- 2Create an automation and name it for investor reference notes.
- 3In one instruction, ask Notis to distill the supplied Affinity investor context into a dated text document in the ElevenReader knowledge base.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real investor context example and inspect the saved document.
Questions about this workflow
Does the workflow pull investor details from Affinity automatically?
The webhook request must provide the Affinity context that Notis should use. The available source description does not list a native trigger event.
Does this create audio?
No. It creates a text document in ElevenReader's knowledge base for agent access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Elevenreader. A trigger fires from one place; an action lands in another.
Affinity triggers
Elevenreader actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Documentation To Knowledge Base
Adds documentation to a conversational agent's knowledge base.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Pronunciation Dictionary From File
Adds a pronunciation dictionary from a PLS file.
Add Pronunciation Dictionary From Rules
Creates a pronunciation dictionary from custom rules.
Add Pronunciation Dictionary Rules
Adds custom pronunciation rules to a dictionary.
Add Shared Voice
Adds a shared voice to your voice library.
Add Tool
Adds a tool for conversational AI agents to use.
Calculate Public LLM Expected Cost
Estimates expected LLM usage costs for conversational AI.
Cancel batch call
Cancels an active batch calling operation.
Connect any two apps with Notis in the middle.
Affinity and Elevenreader, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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