Keep a directory of views for editorial research
Give researchers a compact directory of Affinity saved views they can consider for content work.
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
Teams often repeat the same search for research views because the useful options are hard to remember.
- Create a recurring view metadata reference.
- Reduce repeated discovery work.
- Help researchers choose views based on available metadata.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to summarize saved view metadata that may support editorial research.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one real run and check the directory.
Questions about this workflow
Does this produce a directory of saved view entries?
No. It summarizes saved view metadata, not the rows inside those views.
Can Notis explain what a view is for?
It can summarize returned metadata and your instruction, but any purpose not represented in the metadata must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Affinity. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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