Match fresh research to your Affinity list structure
Keep research aligned with the lists you actually use, so findings are easier to route into the right review process.
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
Fresh research can be hard to organize when list names and purposes are not readily at hand.
- See available Affinity lists during research review
- Reduce time spent finding the right list context
- Spot when a research result has no obvious list home
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 Affinity list metadata and compare it with the current Agenty research themes.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one research batch and confirm the report uses the list metadata returned by Affinity.
Questions about this workflow
Does this assign records to lists?
No. The action returns metadata for Affinity lists. It does not create list entries or move records.
How should I define relevance?
Describe the research themes and list context you want Notis to compare. Notis can only use information returned by the apps or 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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