Reserve time for deal follow-ups each week
Set aside a repeatable block for investor and deal follow-ups surfaced 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
Important outreach gets pushed aside when follow-up work has no protected time on the calendar.
- Reserve time for follow-ups surfaced from Affinity.
- Make pipeline maintenance a visible calendar commitment.
- Keep the schedule consistent with a recurring Notis trigger.
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 describe the weekly follow-up block.
- 3Tell Notis which Affinity deals to review and the event details and time window to use for the block.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the event time and calendar.
Questions about this workflow
Will Notis decide which deals need outreach?
Only if you specify a decision rule that can be evaluated from available Affinity data. Supply any missing priority criteria in your instruction.
Does this create a recurring calendar event?
This workflow creates a dated event for each scheduled run. Provide the date and time behavior you want; the Create Event action does not itself imply a recurring event.
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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