Review open Affinity opportunities with fresh research
Start your review with the opportunities you already track, then add focused research so next steps are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all opportunities
Lists opportunities.
Why this helps
Keeping deal context current across an opportunity pipeline and external research takes time that founders rarely have spare.
- Review opportunity records on a regular cadence
- Add relevant research context to pipeline review
- Receive a focused report in a chosen channel
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 its name and prompt.
- 3Ask Notis to retrieve Affinity opportunities and use Agenty to research the opportunities needing attention.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real opportunity and check that the report clearly identifies any missing research context.
Questions about this workflow
Does the opportunity action include custom field data?
The listed action retrieves paginated opportunities but excludes field data. For custom fields, the workflow needs a supported list entry action and the required permission.
Will this automatically decide which opportunities need attention?
Notis can summarize retrieved information against criteria you provide. Any criteria or historical baseline not returned by the apps should be stated 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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