Keep track of where key people appear in Affinity
Review list memberships for the people you care about and spend less time hunting through CRM lists.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s lists
Lists the lists that contain a person.
Why this helps
Important people may appear across several lists, leaving founders to remember where each relationship is tracked.
- See list memberships in one summary
- Reduce manual list navigation
- Keep relationship tracking easier to orient
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 and summarize the Affinity lists for the people you identify.
- 4Choose notis_cron and set the review schedule.
- 5Choose a report channel and test with one real person example.
Questions about this workflow
Does this include the person's entry fields?
No. It returns metadata about lists on which a person appears. Use the person list entries action when entry details are needed.
How do I define the people to review?
Name or identify the people in your instruction and provide a usable way for Notis to locate them. The action does not define a saved cohort by itself.
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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