Review your Affinity pipeline each week
Start the week with a clear view of the Affinity list that needs your attention.
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
Lists entries on a selected list.
Why this helps
Reviewing a pipeline manually can make important deals and next steps easy to overlook.
- See a scheduled summary of one Affinity list.
- Surface entries that may need follow-up based on the data returned.
- Reduce time spent switching into Affinity to scan a list.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Describe the list review and summary you want in one plain language instruction.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Does this workflow update Affinity records?
No. The selected action retrieves list entries. Notis can summarize the returned data, but this workflow does not update records.
What should I include in the prompt?
Name the Affinity list to review and the kind of concise summary or follow-up signals you want. The list data must be accessible to the connected account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Affinity. A trigger fires from one place; an action lands in another.
Abstract triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Abstract and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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