Pair a quarterly pipeline check with saved favourites
Review deals and contacts, then retrieve your saved Cats favourites as a familiar visual break.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Favourites
Retrieves your saved favourites.
Why this helps
Quarterly reviews can feel high effort when work context and the little things you saved are scattered.
- Bring a recurring pipeline review into a predictable cadence.
- Retrieve saved Cats favourites for the recap.
- Keep work context and a light personal touch together.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cats once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Quarterly Cat Favourites Review.
- 3In one instruction, ask Notis to summarize the Affinity pipeline and retrieve your Cats favourites for inclusion in the recap.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real quarterly review.
Questions about this workflow
Can favourites be filtered by user?
Cats supports retrieving favourites and can optionally filter by sub_id, when that identifier is available.
Will this change my Affinity deals?
The described workflow reviews and summarizes Affinity context; it does not ask to update deals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cats. A trigger fires from one place; an action lands in another.
Affinity triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Retrieves a paginated list of cat breeds.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Favourite
Saves an image as a favourite for later retrieval or filtering.
Create Vote
Registers an upvote or downvote for a cat image.
Delete Favourite
Removes a saved favourite image from your account.
Delete Image
Deletes an image you uploaded to your account.
Delete Vote
Removes a vote you previously submitted for a cat image.
Get Cat Breed by ID
Retrieves detailed information about a cat breed.
Get Favourite by ID
Retrieves details about a specific saved favourite.
Connect any two apps with Notis in the middle.
Affinity and Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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