Find the deal follow-ups that need attention
Notis can pull the Agiled task list on a schedule and help you review it against the deal context you share from Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_TASKS
Retrieves tasks.
Why this helps
A growing task list can hide investor follow-ups that need a decision or a nudge.
- Review Agiled tasks in a recurring report.
- Use supplied deal context to identify follow-ups for attention.
- Make the review easier to act on by asking Notis to summarize the next decision.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and write a prompt for the follow-up review.
- 3Ask Notis to retrieve Agiled tasks and assess them against the Affinity deal context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real task list and verify the suggested follow-ups.
Questions about this workflow
Can Notis know which tasks belong to which Affinity deal?
Only when that relationship is clear in the task details or context you supply. The listed Agiled action retrieves tasks; it does not establish a hidden cross-app link.
Does this workflow change task status?
No. It retrieves tasks and reports on follow-ups to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agiled. A trigger fires from one place; an action lands in another.
Affinity triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Affinity and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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