Get a scheduled review of document follow-through across Breeze
Start a planning session with a focused view of active projects and the document follow-ups you care about.
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
Document-related follow-ups can scatter across projects and disappear from view between planning sessions.
- Get a scheduled overview of active Breeze projects.
- Ask Notis to flag project names or context related to document follow-through.
- Use one report to decide where attention is needed.
Setup
Build it in a few focused steps.
- 1Connect Breeze once in the Notis portal and provide ActiveMerge context in your instruction if needed.
- 2Create an automation in Automations, New Automation, and name the recurring review.
- 3Tell Notis to retrieve active projects and summarize document follow-ups using the context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run once against the current projects and review the summary.
Questions about this workflow
Does Breeze provide document completion status in this action?
The listed action retrieves active projects. Any document status or history must be supplied separately if you want the review to use it.
Can this update project deadlines?
No. This workflow retrieves projects for a report. Updating tasks would require a separate supported action and clear source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Breeze. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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