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Keep an Affinity list healthy each month

Make list maintenance a small recurring task instead of a painful cleanup project.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get all list entries on a list

Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.

Why this helps

Lists lose value when stale rows, missing fields, and unclear ownership accumulate unnoticed.

  • Spot stale or incomplete rows
  • Keep list data usable for decisions
  • Reduce large cleanup sessions

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Affinity in the Notis portal once.
  • 2Create an automation named Monthly list health report.
  • 3Tell Notis to retrieve all entries on the selected Affinity list and report missing fields, stale records, and follow up priorities.
  • 4Choose a monthly cron trigger and select a report channel.
  • 5Test with the target list and verify the exception categories.

Questions about this workflow

Can I choose a specific list?

Yes. Name the list in your instruction or include its identifier.

Does this require export permissions?

Yes, Affinity requires export data from lists permission.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 1password to Affinity. A trigger fires from one place; an action lands in another.

1password triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

Get all companies

Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.

ActionInstant

Get all list entries on a list

Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.

ActionInstant

Get all list entries on a saved view

Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.

ActionInstant

Get all opportunities

Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.

ActionInstant

Get all persons

The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.

ActionInstant

Get a person s list entries

Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.

ActionInstant

Connect any two apps with Notis in the middle.

1password and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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