Turn an Affinity saved view into a recurring review
Use a sheet-type saved view as the starting point for a regular, concise review of selected records.
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
Useful saved views still need someone to open them, scan rows, and pull out the items that need attention.
- Summarize returned entries from a saved view.
- Use the selected fields and filters from the Affinity view.
- Reduce manual scanning ahead of a recurring review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from your usual channel.
- 3Name the saved view and ask Notis to summarize the returned entries and selected fields.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a sheet-type saved view and verify the result.
Questions about this workflow
Does this support every Affinity saved view?
No. The action supports sheet-type views and requires export permissions.
Will the returned rows keep the view's sort order?
No. The action does not maintain sort order, so don't rely on the result's order to prioritize records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Affinity. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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