Review rules shaping deal search results
Bring relevant search rules into view when you review how pipeline queries behave.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Rules
Why this helps
Search rules can affect what your team sees, but checking them can get lost among other pipeline work.
- Inspect rules relevant to a specified search context.
- Support a more informed relevance review.
- Reduce manual rule lookups during pipeline maintenance.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to search rules in the specified Algolia index and summarize matches using the supplied query or filters.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real search context and confirm the matched rules are useful.
Questions about this workflow
Will this list every rule?
It searches for matching rules according to the supplied query or filters. Provide criteria appropriate to your review.
Does this edit rules?
No. It searches rules and reports results without changing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Algolia. A trigger fires from one place; an action lands in another.
Affinity triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Creates an A/B test to compare search performance between two index variants.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Retrieves all records from an index.
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Clear Objects
Removes all records from an index while keeping its settings.
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Clear Rules
Deletes all rules from an index.
Clicked Object IDs
Reports clicked items outside a search context.
Clicked Object IDs After Search
Reports items clicked in search results.
Connect any two apps with Notis in the middle.
Affinity and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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