Keep active projects aligned with investor priorities
Give Notis the current Affinity priorities and let it retrieve Agiled projects for a focused alignment review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Retrieves projects.
Why this helps
Projects can keep moving after the priority or relationship that motivated them has changed.
- Review the current project inventory on a schedule.
- Bring supplied Affinity priorities into the review.
- Surface projects that may need a human 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 describe the alignment review.
- 3Ask Notis to retrieve Agiled projects and compare them with the Affinity priorities you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real project list and confirm the review is useful.
Questions about this workflow
Does this workflow change project status or priority?
No. The listed Agiled action retrieves projects. The run report can flag items for review.
How does Notis get the Affinity priorities?
Include the relevant Affinity context in your instruction or provide it to the automation. No Affinity trigger is available here.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.