Make Affinity saved views easier to review
Have Notis bring the rows in a saved view into a concise scheduled report, so review time goes to decisions instead of scanning.
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 saved view
Lists entries in a saved view.
Why this helps
Saved views can collect useful work in one place, but manually checking them can slip when the week gets busy.
- Summarizes rows from a selected saved view.
- Supports a predictable review rhythm alongside Agiled work.
- Reduces manual scanning of sheet-style views.
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 tell Notis the report you want.
- 3Ask Notis to retrieve and summarize entries from a specified Affinity saved view in one instruction.
- 4Select a recurring schedule and a report destination.
- 5Test with one real sheet-type saved view and confirm export permissions.
Questions about this workflow
Does this action preserve the saved view sort order?
No. The action description says it does not maintain sort order and supports only sheet-type views.
Does Affinity require a permission for this action?
Yes. Export permissions are required.
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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