Make room to plan investor outreach
Protect time to review relationships and plan the next outreach steps from your Affinity pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Why this helps
Outreach planning competes with urgent work when it has no reliable place in the week.
- Protect a regular time for relationship review.
- Keep outreach planning connected to Affinity context.
- Make the session visible alongside other commitments.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the planning session.
- 3Tell Notis to create an event for outreach planning with the title, date, time, duration, and Affinity context you want included.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test one scheduled run with a valid event time and writable calendar.
Questions about this workflow
Does the event automatically include a list of all investors?
Ask Notis to include information it can retrieve from Affinity. Specify the scope, such as a named pipeline or relationship set.
Can I choose a calendar?
Yes. Specify the Google Calendar to use in your instruction, and make sure the connected account has write access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Google Calendar. A trigger fires from one place; an action lands in another.
Affinity triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Affinity and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Calendar.