Include account context in competitor research reviews
Give a scheduled research digest a small amount of Affinity account context to help teams orient before discussing findings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get current user
Retrieves information about the current user.
Why this helps
Research reports can lack basic account context, leaving teams to switch tools just to orient themselves.
- Include current-user metadata from Affinity in a scheduled digest.
- Keep research context in one place for internal review.
- Avoid assuming that account metadata assigns ownership of a company or opportunity.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the current Affinity user metadata and include it as account context in the Adyntel research digest.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real digest and review whether the context is useful.
Questions about this workflow
Does this identify who owns each company or opportunity?
No. The action returns metadata about the current user, not record ownership.
Does it modify Affinity?
No. It retrieves user metadata.
Can the digest include research findings?
Yes, if the Adyntel research needed for the digest is available through the connected setup or supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Affinity. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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