Connect Agent mail to Affinity
When something happens in Agent mail, Notis takes the next step in Affinity. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agent mail to Affinity
Review new email against Affinity opportunities
When Agent mail receives a new message, check Affinity opportunities for relevant context and summarize possible deal matches for follow-up.
Look up new email senders in Affinity
Use each new Agent mail message to check whether its sender is already in Affinity and summarize available person details for a grounded response.
Check which Affinity lists a sender company appears on
For each new Agent mail message, identify a company mentioned or associated with the sender, then retrieve its Affinity list memberships for context.
Pull Affinity company details for an email inquiry
When a new email concerns a company, retrieve its available Affinity profile details and summarize the information that can inform your next step.
Review an email contact's Affinity list history
For a new email from a known person, retrieve their Affinity list entries and summarize the available fields and entry metadata for informed follow-up.
Look up an Affinity opportunity mentioned in email
When a new email refers to a deal, retrieve the matching Affinity opportunity's basic details and summarize them alongside the message.
Review Affinity list entries for an emailed company
Use a new Agent mail message to identify a company and summarize its Affinity list entries, including returned list-specific fields and entry metadata.
Retrieve an email sender's Affinity profile
For a new message from a known contact, retrieve their Affinity person profile and summarize the available details to guide a thoughtful reply.
Get a full Affinity list snapshot for an emailed company
When a message concerns a company on an Affinity list, retrieve list entries and summarize the available company, person, or opportunity data and metadata.
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Affinity. A trigger fires from one place; an action lands in another.
Agent mail triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
New Email Received
Trigger for new emails in an AgentMail inbox
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
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- Full run history with inputs, outputs and traces
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agent mail and Affinity
Connect any two apps with Notis in the middle.
Agent mail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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