Prepare campaign planning with company documents
Gather relevant company documents and campaign insights before planning, so the meeting can focus on decisions instead of searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Company Documents
Retrieve company-wide documents.
Why this helps
Planning sessions lose time when company context is scattered across documents and ad analysis.
- Reduce pre meeting searching across connected information
- Pair company context with campaign signals
- Highlight missing or inaccessible source material
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to summarize relevant Breathe HR company documents alongside Adyntel campaign insights and include document names or references available in the returned data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one planning period and verify that the brief reflects the returned documents.
Questions about this workflow
Can it summarize documents that are not returned by Breathe HR?
No. The workflow can only use documents made available through the connected tool or separately supplied context.
Will it create or edit a planning document?
No. This workflow prepares a report from available company documents and Adyntel insights.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Breathe HR. A trigger fires from one place; an action lands in another.
Adyntel triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
Adyntel and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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