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Review company records before your next deck update

Use a scheduled company scan to decide which stories deserve a slide.

Trigger

Recurring schedule

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

Action

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.

Why this helps

Company updates are missed when the deck is edited without a regular directory review.

  • Create a repeatable company review habit
  • Highlight custom fields relevant to your narrative
  • Keep deck priorities visible

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Affinity in Notis once.
  • 2Create an automation named Company directory deck review.
  • 3Tell Notis to retrieve Affinity companies with the requested field types and summarize records that should influence upcoming slides.
  • 4Pick a recurring Notis schedule trigger.
  • 5Choose a report channel and test with one run.

Questions about this workflow

Can it retrieve custom company fields?

Yes, specify field ids or field types supported by the Affinity companies endpoint.

What if no change history is available?

Notis states that the endpoint does not provide the missing history and summarizes the available records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Slides 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

Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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