Review opportunities from a new Coda document
Open a new planning document with the current opportunity landscape already summarized.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Why this helps
Pipeline review is delayed when opportunity data lives outside the planning workflow.
- See pipeline context earlier
- Reduce manual opportunity scans
- Prioritize the next review
Setup
Build it in a few focused steps.
- 1Connect Coda and Affinity once.
- 2Create an automation for opportunity review.
- 3Tell Notis which opportunity scope to retrieve and how to organize the summary.
- 4Select New Coda Document as the trigger.
- 5Choose a report channel and test with one document.
Questions about this workflow
Does the action include custom opportunity fields?
The all opportunities action returns basic information; use list entry actions for field data.
Can the report focus on a project?
Yes. Describe the project scope or identifiers in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Affinity. A trigger fires from one place; an action lands in another.
Coda 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
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
New Coda Document Trigger
Triggers when a new Coda document is created.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Coda and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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