Run a weekly people record review
Start the week knowing which relationships need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Records
This tool lists records from a specific object type in attio. it provides simple pagination support and returns records in the order they were created. for complex filtering, use the findrecord action instead. standard object types include: people, companies, deals, users, workspaces. if you get a 404 error, verify the object type exists using the list objects action first.
Why this helps
Small CRM gaps accumulate when nobody has a reliable review habit.
- Create a consistent review rhythm
- Surface incomplete records
- Prioritize relationship work
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Attio in Notis once.
- 2Create an automation named Weekly people record review.
- 3Tell Notis to list people records and flag missing or stale relationship context.
- 4Pick the notis_cron trigger and choose the schedule and report channel.
- 5Test with one scheduled run and review the report.
Questions about this workflow
Can the schedule be changed later?
Yes. Edit the automation schedule in Notis.
Does this update records?
No. It reports findings for review unless you create a separate update workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Attio. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
0CodeKit and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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