Prepare investor intake briefs automatically
Enter investor conversations with the relevant context already organized.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
Why this helps
Investor inquiries arrive with different levels of detail, making preparation inconsistent and rushed.
- Standardize preparation
- Surface questions before the call
- Reduce last-minute context gathering
Setup
Build it in a few focused steps.
- 1Connect Typeform and DeepSeek once in the Notis portal.
- 2Create an automation for investor intake briefs.
- 3In one instruction, ask Notis to extract focus areas, stated thesis, questions, risks, and preparation needs.
- 4Pick New Form Response as the trigger and choose the report channel.
- 5Test with one completed investor form.
Questions about this workflow
Can it use our current fundraising narrative?
Yes. Include your approved narrative and boundaries in the prompt.
Can it flag unsupported claims?
Ask DeepSeek to identify claims that need evidence or confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to DeepSeek. A trigger fires from one place; an action lands in another.
Typeform triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Tool to create a model response using DeepSeek's Anthropic-compatible API format with support for system prompts, tool calling, streaming, and thinking mode. Use when you need to generate chat completions using the Anthropic Messages API format. Requires base_url='https://api.deepseek.com/anthropic' or metadata base_url ending with '/anthropic'. Supports extended thinking, function calling with tools, and streaming responses. Note: Images and documents are not supported in content blocks.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Tool to create a chat completion using DeepSeek models (deepseek-chat or deepseek-reasoner). Use when you need to generate AI responses to chat conversations. Supports streaming, tool/function calling, and various parameters to control generation behavior (temperature, max_tokens, etc.).
New Form Response
Triggers when a respondent completes and submits the form.
Get User Balance
Tool to get user's current account balance including granted and topped-up balances with detailed breakdown by currency (CNY or USD). Use when you need to check if the user has sufficient balance for API calls or to view detailed balance information.
List Models
Tool to list currently available DeepSeek models and provides basic information about each one such as the owner and availability. Use when you need to discover which models are available for API calls.
Connect any two apps with Notis in the middle.
Typeform and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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