Shape deal updates into a clear investor email
Start with the update you have and let Notis organize it into a draft that is easy to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Investor updates take longer when deal notes, milestones, and recipient context are scattered.
- Structure supplied deal news into a readable email.
- Include relevant available Affinity context.
- Review the message before sending.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for investor updates.
- 3Tell Notis to use the webhook request and relevant Affinity deal context to draft a clear investor update in Gmail, omitting unsupported claims.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update request and review the draft.
Questions about this workflow
Where does the update information come from?
The webhook request should provide the update, and Notis can add relevant context available from Affinity.
Can it send to all investors?
This workflow creates a draft. Review recipients and content before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Gmail. A trigger fires from one place; an action lands in another.
Affinity triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Affinity and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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