Keep your Affinity list inventory visible
A recurring overview helps you notice which lists exist before the next planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
Lists accumulate over time, and founders may not remember what each pipeline is for.
- Review list metadata on a consistent cadence.
- Reduce time spent navigating CRM screens.
- Create a lightweight input for pipeline cleanup.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe the list inventory summary you need.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test once and confirm the overview is useful.
Questions about this workflow
Does this inspect list records?
No. This action retrieves metadata about lists, not the rows inside them.
Can I use a weekly schedule?
Yes. Choose a recurring schedule in the automation trigger.
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.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
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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