Turn project review into credential follow-up work
Use a scheduled review of project progress and credential context to surface specific follow-up tasks for the team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
List all active projects.
Why this helps
Project progress and credential activity can be reviewed separately, leaving useful next steps unassigned.
- Bring available project and credential context into a regular review.
- Convert actionable findings into tasks.
- Give the team a clearer next step after reviewing progress.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Breeze once in the Notis portal.
- 2Create an automation and describe what project findings should become tasks.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test with one active project and review whether the follow-up is accurate.
Questions about this workflow
Does Breeze provide team progress details?
The available Breeze tools include active project retrieval and project or card details. The workflow should base conclusions on data returned by those tools.
Can it identify a project as behind schedule?
Only if relevant deadlines and current status are available and the team defines the criteria for being behind.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Breeze. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Accredible certificates and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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