Put regular Affinity deal reviews on your Attio task list
Give open opportunities a predictable review point, without relying on memory to bring them back into focus.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task from plain text, with optional deadline, assignees or linked records.
Why this helps
Open deals can go quiet between check-ins when there is no recurring prompt to assess what needs attention.
- Create tasks for deals that meet your review criteria.
- Bring quiet opportunities back into view on a chosen cadence.
- Keep review work in Attio alongside other tasks.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Attio once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis what counts as a deal needing review and to create an Attio task for each qualifying deal using available data.
- 4Pick the Notis cron trigger, set its schedule, and choose where run reports should go.
- 5Test with one real deal example and verify the task.
Questions about this workflow
Can Notis know which deals are stale?
Only if the relevant dates or activity history are available in the returned data, or you provide criteria and a baseline. Do not assume unavailable history.
Is this a trigger supplied by Affinity?
No. The trigger is a Notis recurring schedule. Affinity exposes no trigger events in this package context.
Can the schedule vary by deal audience?
Set one useful review cadence and criteria in the automation prompt. This workflow is meant to create review work, not cadence-only variants.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Attio. A trigger fires from one place; an action lands in another.
Affinity triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Affinity and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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