Organize recurring research around Affinity saved views
See the saved views available to your team while planning research reviews, so the output fits existing work habits.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Retrieves metadata for saved views on a list.
Why this helps
Founders often lose time deciding where new research belongs because the available review views are not top of mind.
- Review available saved views in one report
- Connect research planning to existing review structures
- Reduce time spent finding the right context
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 Affinity saved view metadata and use relevant views to organize Agenty research planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one review cycle and confirm the report only describes views returned by Affinity.
Questions about this workflow
Does this retrieve saved view rows?
No. This action returns metadata about saved views. Use the saved view entries action for rows from a supported sheet-type view.
Can Notis determine which view is best?
Notis can compare returned metadata against criteria you provide. If a view's purpose is not in the metadata, include that context in the 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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