Add researched investor details to an Agenty list
Give investor research a dependable home and make the next outreach step easier to prepare.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add List Rows
Add rows to an existing list.
Why this helps
Contact research often stays in browser tabs instead of becoming useful, reusable context.
- Gather contact research in a reusable list.
- Turn recurring review time into concrete research records.
- Keep findings close to the investor outreach workflow.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agenty once in Notis, and prepare an Agenty list with the columns you need.
- 2Create an automation and describe which investor contacts to research and what available facts to add.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real contact and confirm the row follows the list schema.
Questions about this workflow
Will Notis invent missing investor details?
No. Ask it to add only information supported by the available sources and mark unavailable fields accordingly.
Does this workflow send investor outreach?
No. It adds research rows to an Agenty list; it does not send messages.
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.
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Affinity and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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