Understand time logged against an investor initiative
Use a recurring time review to understand effort on a defined initiative, with project context supplied from Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Timesheets
Retrieves timesheets for a project.
Why this helps
Time logs are harder to interpret when the initiative purpose and relationship context live in another app.
- Retrieve time logs for a specific Agiled project.
- Summarize logged effort against the initiative context you provide.
- Make recurring effort reviews easier to scan.
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 time review you need.
- 3Ask Notis to retrieve timesheets for a valid Agiled project id and summarize them using the Affinity initiative context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real project id and confirm the returned time logs.
Questions about this workflow
Can this workflow find a project id from Affinity?
No. The Agiled timesheet action requires a valid project id. Provide it or obtain it through a separate project lookup.
Does it change timesheets?
No. It retrieves time logs and produces a report for 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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