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Notis

See your Affinity list landscape at a glance

Get a recurring snapshot of Affinity's lists so you can orient yourself before planning outreach or reviewing pipeline structure.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get metadata on all lists

Retrieves metadata for all lists.

Why this helps

When list structures are out of sight, it takes extra browsing to remember where work and relationship data live.

  • Reduce time spent finding and reviewing lists
  • Start planning with a quick structural overview
  • Keep recurring review lightweight

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 summarize Affinity list names and available metadata, calling out structural details useful for planning.
  • 4Choose notis_cron and set the review schedule.
  • 5Choose a report channel and test with one real example.

Questions about this workflow

Will the summary include list entries?

No. This action returns metadata about lists. Use it for a structural overview, not a report on companies, people, or opportunities within them.

Can I request a different review schedule later?

Yes. Edit the automation's schedule in the Notis portal.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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