Keep saved views understandable every month
A short monthly review keeps reporting views useful as your pipeline evolves.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Returns metadata on the saved views on a list.
Why this helps
Saved views accumulate quietly and become hard to trust or explain.
- Keep views discoverable
- Reduce reporting confusion
- Create a lightweight hygiene habit
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Affinity in Notis.
- 2Create an automation named Monthly saved view review.
- 3Describe how Notis should summarize saved view metadata and flag unclear or overlapping views based on your criteria.
- 4Pick a Notis cron trigger and choose the report channel.
- 5Test with one immediate run.
Questions about this workflow
Can it delete or edit views?
No. It only retrieves saved view metadata and reports findings.
Can I define what counts as overlapping?
Yes. Include your review criteria in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Affinity. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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