Turn a saved Affinity view into a short priorities brief
Start a regular review with a concise readout of a saved view, focused on the decisions and follow-ups you ask Notis to surface.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a saved view
Lists entries in a saved view.
Why this helps
Saved views can make useful data available while still leaving the work of spotting priorities to a busy founder.
- Review selected CRM rows in less time
- Keep attention on the priorities you specify
- Avoid manual review of every row
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 the rows returned by a saved view and summarize only priorities supported by those rows.
- 4Choose notis_cron and set the review schedule.
- 5Choose a report channel and test with one real saved view example.
Questions about this workflow
Does this work with every saved view?
The listed action supports sheet-type saved views. It does not maintain sort order, so do not rely on row order for priority.
Can the workflow infer older trends from the view?
Only if the returned rows contain the needed history or you provide a baseline. Notis should identify missing information instead of assuming it.
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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