Find a saved Affinity view for a new task
Describe the report in a task and get the available saved views that may fit it.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
Get metadata on saved views
Returns metadata on the saved views on a list.
Why this helps
Founders often rebuild reports because they cannot remember which saved view already exists.
- Reuses existing saved views
- Reduces duplicated reporting work
- Makes report discovery task driven
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Affinity in Notis once.
- 2Create an automation for saved view discovery.
- 3Tell Notis to compare the new task's report need with Affinity saved view metadata and return the closest candidates, marking recommendations as inference.
- 4Choose Google Tasks New Task Created as the trigger and select a report channel.
- 5Test with a task describing a pipeline report.
Questions about this workflow
Does this return saved view rows?
No. It catalogs metadata; use a saved view entries action for rows.
Can it guarantee the best view?
No. It can recommend candidates based on names and metadata and should state uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Affinity. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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