Review your opportunity portfolio with less manual scanning
Ask Notis for a scheduled overview of opportunity basics, with a clear callout when a decision needs data the action does not provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all opportunities
Lists opportunities.
Why this helps
A broad pipeline scan can consume founder attention before the team reaches the deals that need a decision.
- Get a faster portfolio orientation
- Spot records that warrant a closer look
- Keep data limitations visible in the summary
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 the retrieved opportunity basics and state clearly when field data is unavailable.
- 4Choose notis_cron and set the portfolio review schedule.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Will this scan include opportunity custom fields?
The listed action provides basic opportunity information and excludes field data. Use the relevant list entry actions and permissions when field-level analysis is required.
Can it flag stalled deals?
Only when the returned data or supplied notes establish a reliable basis for identifying stalled deals. Otherwise ask Notis to surface records for manual review.
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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