Bring selected deal updates together in one draft
Spend less time collecting updates and more time checking that the roundup says what you intend.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Combining several deal updates into one message takes repeated searching and editing.
- Gather updates for selected deals into one draft.
- Keep the roundup concise and reviewable.
- Use only details available in Affinity or your instruction.
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 deal roundups.
- 3Tell Notis which deals to include and how to turn available Affinity context into a concise Gmail roundup, flagging missing updates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real deal records and review the roundup for accuracy.
Questions about this workflow
Can Notis decide which deals belong in the roundup?
State the selection criteria in your instruction. Notis can only apply criteria supported by available Affinity data.
Can the roundup go to investors automatically?
This workflow creates a draft. Review its 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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