Scan Affinity opportunities before weekly slide planning
Start your planning session with a current opportunity view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Weekly deck planning starts with stale pipeline information and scattered manual checks.
- Begin planning with current opportunity coverage
- Spot opportunities that need slide updates
- Reduce recurring pipeline export work
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Affinity in Notis once.
- 2Create an automation named Weekly opportunity planning scan.
- 3Tell Notis to retrieve all Affinity opportunities and summarize which ones need presentation attention, based only on returned data.
- 4Pick a recurring Notis schedule trigger.
- 5Choose a report channel and test with one run.
Questions about this workflow
Does this retrieve opportunity field data?
The all opportunities action returns basic opportunity information; detailed fields need specific list entry retrieval.
Can Notis know which slides are stale?
Only if the schedule prompt or supplied data includes slide dates or other freshness signals.
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.
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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
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.
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.
Google Slides and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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