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Notis

Make your Affinity company directory easier to review

Set the criteria that matter to your pipeline and get a recurring scan of accessible company records, with limitations called out.

Trigger

Recurring schedule

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

Action

Get all companies

Lists companies.

Why this helps

A company directory can grow faster than a founder can manually revisit it for useful changes or opportunities.

  • Review company records against explicit criteria
  • Surface relevant records without manual browsing
  • Keep export permission limits visible

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 review accessible companies against supplied criteria, using requested field IDs or types where available.
  • 4Choose notis_cron and set a review schedule.
  • 5Choose a report channel and test with one real company example.

Questions about this workflow

Can the scan include custom company fields?

The action supports field IDs or types. Retrieve field metadata as needed and ensure the required export permission is available.

Can this detect changes since the prior scan?

Only if you provide a prior baseline or the returned data includes a reliable comparison. The action does not itself promise change history.

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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