Copy an existing research agent for a new deal
Reuse a proven research setup when a new company needs the same kind of investigation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy Agent
Duplicate an agent, optionally giving the copy a new name.
Why this helps
Rebuilding a familiar agent configuration for each similar deal creates avoidable setup work.
- Reuse an existing research configuration for a similar deal.
- Reduce repetitive agent setup.
- Keep new research work consistent with a proven starting point.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agenty once in Notis.
- 2Create an automation and describe which existing agent to copy and how the new deal should be named.
- 3Choose the webhook trigger and include the deal context and source agent identifier.
- 4Choose where run reports should go.
- 5Test with one deal and review the copied agent before using it.
Questions about this workflow
Does copying start the new agent?
The copy-agent action creates a duplicate and supports an optional new name. Use the clone action if immediate start is needed.
What does the workflow need to identify the original agent?
The source agent identifier must be available in the request or accessible context.
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.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Get Agent Templates
Lists public agent templates and sample agents.
Delete Agent by ID
Permanently deletes an agent.
Fetch all agents
Lists all active agents in the account.
Get Agent by ID
Retrieves the details and configuration of an agent.
Update Agent by ID
Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agenty.