Keep research reports grounded in an Affinity saved view
Use the view your team already depends on to frame a research report that fits the way you review work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single saved view
Retrieves metadata for a saved view.
Why this helps
Research summaries can lose relevance when they ignore the saved views that define a team's working context.
- Retrieve saved view metadata for context
- Keep research aligned with existing review views
- Reduce repeated navigation during review
Setup
Build it in a few focused steps.
- 1Connect Agenty and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Ask Notis to retrieve metadata for the relevant Affinity saved view and use it as context in the Agenty research report.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real run and confirm the view metadata returned is the intended review context.
Questions about this workflow
Does this return the saved view's rows?
No. This action returns metadata for a single saved view. Use the saved view rows action to retrieve entries.
Can I use the metadata to explain the view's purpose?
Notis can summarize returned metadata, but any meaning not present in that metadata should be supplied in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Affinity. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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