Create research agents for priority pipeline companies
Give priority deals a repeatable research setup without rebuilding each agent by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Why this helps
High-priority deals may need a tailored research setup, but creating one manually for each company takes time.
- Create agents for companies that match your stated priority criteria.
- Use a recurring review to catch new priority deals.
- Reduce repeated setup work for company research.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agenty once in Notis.
- 2Create an automation and describe the priority criteria and agent configuration.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one qualifying company and review the created agent.
Questions about this workflow
What criteria can identify a priority deal?
Use criteria represented in the Affinity context available to Notis, such as a stage or other deal details. State the criteria clearly.
Can the agent start immediately?
The create-agent action supports optional auto-start. Include your preference in the instruction.
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
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