Review an Affinity saved view without scanning every row
Turn a saved-view review into a digest of the rows and selected fields you asked Notis to examine.
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 saved view
Lists entries in a saved view.
Why this helps
Manually scanning a filtered view can take time and make useful follow-ups easy to miss.
- Retrieve rows from a saved view with specified filters and selected fields.
- Summarize the returned entries in a recurring digest.
- Reduce manual scanning of eligible sheet-type views.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which saved view to review and what patterns or follow-ups to summarize from its available rows.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does this work with every saved view type?
No. The action supports sheet-type views only.
Does the action preserve sort order?
No. The event description says saved-view rows do not maintain sort order.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Affinity. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.