Turn your Affinity list inventory into a review plan
Use the lists you already maintain as a starting point for planning. Notis gathers their metadata and organizes a review brief around purposes you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
It is difficult to plan a useful review when list names alone do not remind you what each list is for.
- Organize list metadata around review purposes you provide.
- See which lists may support upcoming relationship work.
- Avoid assuming the meaning of lists from names alone.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the review planning brief and provide the list purposes or priorities Notis should use.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and refine the report instructions.
Questions about this workflow
Can Notis infer the purpose of every list?
No. Provide list purposes or ask Notis to report the metadata without assigning a purpose.
Does this retrieve list entries?
No. It retrieves list metadata only.
Can this plan assign tasks to people?
The listed Affinity action provides list metadata, not task assignment. The report can outline review topics based on instructions you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Affinity. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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