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Turn a saved view into a ready-to-review queue

Start with the rows your Affinity view already gathers, then get a short summary for your next review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get all list entries on a saved view

Lists entries in a saved view.

Why this helps

Useful filtered views can still require a manual scan each time you revisit them.

  • Summarize rows from a saved view on a schedule.
  • Reuse existing Affinity view filters.
  • Make recurring review sessions easier to begin.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Affinity once in the Notis portal.
  • 2Create an automation and describe the saved view review summary you want.
  • 3Choose a recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with a sheet-type saved view and review the returned rows.

Questions about this workflow

Will the workflow preserve the saved view sort order?

No. The action does not maintain sort order and supports only sheet-type views.

Does this include every saved view type?

No. Use a sheet-type saved view for this action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Affinity. A trigger fires from one place; an action lands in another.

Agentql triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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