Refresh research instructions for active deals
Keep active research focused as deal priorities evolve, without manually checking every agent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Agent by ID
Updates an existing agent’s configuration and details.
Why this helps
Research instructions can fall behind as deals progress and new questions emerge.
- Review active deal context on a recurring schedule.
- Update existing agent instructions when the research goal has changed.
- Reduce manual checks for stale research setups.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agenty once in Notis.
- 2Create an automation and describe how to detect a changed research goal and update the existing agent.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one active deal and verify the agent update.
Questions about this workflow
Can Notis know whether instructions are stale?
Only if the relevant deal context and current agent details are available. Define what counts as a meaningful change in your prompt.
What is required to update an agent?
The action updates an agent by ID, so the correct agent identifier must be available.
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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