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Notis

Clone research agents for comparable pipeline deals

Reuse a suitable agent when several companies need the same kind of research.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Clone Agent by ID

Why this helps

Similar deals often need similar research, but repeated configuration takes time and invites inconsistency.

  • Reuse a suitable agent configuration across comparable deals.
  • Reduce repeated setup during pipeline reviews.
  • Optionally start a clone immediately when that fits the research process.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Agenty once in Notis.
  • 2Create an automation and describe the comparable deal criteria and which existing agent to clone.
  • 3Choose a recurring schedule as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one qualifying deal and inspect the clone before relying on it.

Questions about this workflow

Can the clone start immediately?

Yes. The clone action supports optionally starting the clone immediately; specify the desired behavior.

What information is needed to clone?

The existing agent ID is required, along with any naming or start preference relevant to the task.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Agenty. A trigger fires from one place; an action lands in another.

Affinity triggers

Agenty actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add List Rows

Add rows to an existing list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Creates an agent for web scraping, monitoring, or crawling.

ActionInstant

Get Agent Templates

Lists public agent templates and sample agents.

ActionInstant

Delete Agent by ID

Permanently deletes an agent.

ActionInstant

Fetch all agents

Lists all active agents in the account.

ActionInstant

Get Agent by ID

Retrieves the details and configuration of an agent.

ActionInstant

Update Agent by ID

Updates an existing agent’s configuration and details.

ActionInstant

Create API Key

Creates an API key for programmatic access to your account.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Agenty, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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