Keep research planning grounded in Affinity lists
Bring a selected list's current metadata into recurring research planning and spend less time rediscovering how your workflow is organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on a single list
Retrieves metadata for a specific list.
Why this helps
Research priorities drift when the meaning and scope of an Affinity list are not considered during planning.
- Include current list metadata in planning
- Keep recurring research aligned with existing processes
- Reduce setup and context-switching overhead
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 a name and prompt.
- 3Ask Notis to retrieve metadata for the relevant Affinity list and use it to frame Agenty research planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one list and confirm the report reflects the metadata Affinity returns.
Questions about this workflow
Does list metadata include all list entries?
No. This action returns metadata for a single list. Use the list entries action when you need rows from that list.
Can the workflow choose a list automatically?
You can describe selection criteria in the prompt, but the action requires a list identity to retrieve its metadata. Supply the relevant list context if it is not discoverable from the available results.
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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