Focus contact research on your Affinity fields
Use the contact details you already track to keep research and follow-up preparation relevant and easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
Generic contact research can create more reading without helping founders decide what to do next.
- Review available person field definitions
- Focus research on relevant contact context
- Make relationship summaries easier to use
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 person field metadata and use relevant fields to guide Agenty contact research summaries.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one research topic and verify the summary distinguishes field definitions from actual person values.
Questions about this workflow
Does this action return individual contact values?
No. It returns metadata about non-list-specific person fields. Use a person retrieval action when you need a person's values.
Can I tailor which fields guide research?
Yes. Describe the relevant fields in the prompt, based on the metadata Affinity returns.
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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