Keep Affinity list reviews on your schedule
Set a recurring check so list entries are easier to scan and follow up on without adding another manual review to your week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Useful list details are easy to miss when pipeline reviews depend on finding time to scan every row.
- Turns a recurring list scan into a concise report.
- Surfaces the data present in the selected Affinity list.
- Reduces context switching during routine pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the result to Notis from any channel.
- 3Ask Notis in one instruction to retrieve entries from a specified Affinity list and summarize items needing review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real list and confirm the summary uses available entry data.
Questions about this workflow
Can Notis create or apply list filters for me?
No. Notis automations are prompt-based, and users select a trigger rather than building filters. The action retrieves entries on the specified list.
Does this include list-specific fields?
The action can access essential entry data and metadata, with requested data depending on Affinity fields and the required export permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Affinity. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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