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Notis

Start your day with an Affinity list review

Get a compact review of a selected list on a recurring schedule, so important relationship work is easier to pick up.

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 list

Lists entries on a selected list.

Why this helps

Relationship lists can quietly accumulate records that need review, while a manual scan competes with the rest of the day.

  • Receive a recurring summary of the selected list’s available entries.
  • Ask Notis to flag records based on criteria you provide in the prompt.
  • Keep the review consistent without relying on memory.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Affinity once in the Notis portal.
  • 2Create an automation and describe the list review in one instruction.
  • 3Choose a Notis cron schedule for the review.
  • 4Choose where run reports should go.
  • 5Test with one real example using the list ID and fields you want reviewed.

Questions about this workflow

Can the workflow preserve the list’s sort order?

The listed action retrieves all entries on a list. No sort-order guarantee is specified, so ask Notis to organize the returned data only when the needed fields are present.

Can it review custom list fields?

Yes, when the relevant field IDs or types are available and the connected Affinity account has permission to export list data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AimTell to Affinity. A trigger fires from one place; an action lands in another.

AimTell 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.

AimTell and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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