Review approaching contract expiries in Breeze
Give your team time to prepare for contract decisions by surfacing dates before they arrive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card
Creates a task card in a project.
Why this helps
Contract expiry dates can become urgent simply because nobody had a regular moment to review them.
- Surface dates before they become last-minute work.
- Let your team define the review horizon.
- Create a visible follow-up rather than a silent alert.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome to Notis.
- 3Ask Notis in one instruction to review available extracted contract dates and create Breeze cards for dates within your chosen horizon, noting when a date is absent or unclear.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real contract and verify the date and horizon.
Questions about this workflow
What is the review horizon?
It is the period you specify in your instruction, such as the number of days before expiry when you want a task created.
Can it find every contract ever processed?
Only if those records are available through the connected source or otherwise supplied. The workflow cannot assume historical access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Breeze. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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