Confirm the saved view behind your Affinity review
When an AI task references a saved view, check its metadata first and make sure the review starts from the intended view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single saved view
Retrieves metadata for a saved view.
Why this helps
Using the wrong saved view can send a review down an unhelpful path and waste time correcting context.
- Confirm the intended view before a review
- Reduce confusion among similarly named views
- Ground the next step in returned metadata
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to retrieve metadata for the identified saved view and report the details returned.
- 4Choose notis_webhook and trigger it before a review that depends on that view.
- 5Choose a report channel and test with one real saved view example.
Questions about this workflow
Does this action include view rows or filters?
It returns metadata on a single saved view. The action for retrieving rows is separate and supports sheet-type views.
What if multiple views have similar names?
Provide enough identifying detail in your request for Notis to distinguish the intended view, and have it report uncertainty if it cannot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Affinity. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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