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Notis

See where document work lives across Breeze workspaces

Get a compact workspace inventory to make project handoffs easier to find.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Workspaces

List all available workspaces.

Why this helps

When workspaces multiply, it takes extra effort to remember where document-driven projects belong.

  • Retrieve all available workspaces for the authenticated user.
  • Ask Notis to identify likely locations using names and context you provide.
  • Make workspace discovery part of a regular review.

Setup

Build it in a few focused steps.

  • 1Connect Breeze once in the Notis portal and provide the document-work context Notis should look for.
  • 2Create an automation in Automations, New Automation, and name the workspace review.
  • 3Tell Notis to retrieve workspaces and summarize those relevant to the supplied context.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Run once and confirm the returned inventory is useful.

Questions about this workflow

Can this inspect projects inside every workspace?

The selected action retrieves workspaces. It does not retrieve detailed project contents, so the report is limited to the information that action returns.

Will it create or reorganize workspaces?

No. This is a read-only inventory workflow.

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.

TriggerScheduled

Add Project People

Invites people to join a project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Project

Archives a project to hide it from active views.

ActionInstant

Create Card

Creates a task card in a project.

ActionInstant

CREATE_LIST

Creates a new stage in a project.

ActionInstant

Create Project

Creates a new project.

ActionInstant

Create Workspace

Creates a new workspace.

ActionInstant

Delete Card

Permanently deletes a card; this action cannot be undone.

ActionInstant

Delete Project

Deletes a project.

ActionInstant

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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