Focus company research on fields your team tracks
Make recurring research more useful by grounding it in the company details your Affinity setup already captures.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Research summaries can miss the details a founder actually uses to qualify and compare companies.
- Review available company field definitions
- Align research prompts with tracked company information
- Reduce low-value research summaries
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 enter its name and prompt.
- 3Ask Notis to retrieve Affinity company field metadata and use relevant fields as context for Agenty research summaries.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one research topic and confirm the report does not imply values that the apps did not return.
Questions about this workflow
Does field metadata include company values?
No. It describes the available non-list-specific company fields. Use company retrieval actions when you need field values.
Can I change my Affinity fields in this workflow?
No. The action reads metadata so Notis can use it as context for research.
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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