Find a relevant Breeze project during document intake
Reduce the hunt for the right project by bringing active work into the document intake moment.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Projects
List all active projects.
Why this helps
A document can be processed correctly and still be hard to route when the right project is unclear.
- Bring active project context into document intake.
- Help a person route work with less searching.
- Keep routing decisions reviewable.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Breeze once in the Notis portal.
- 2Create an automation from Automations, New Automation, or by telling Notis the desired outcome.
- 3Ask Notis in one instruction to retrieve active Breeze projects and compare their names or descriptions with the available document context, then summarize likely matches for human review.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real document and verify the suggested project against the active project list.
Questions about this workflow
Will this create a task or move the document automatically?
No. This workflow retrieves active projects for a summary. The available action does not route a document or create a card in this workflow.
Can it always identify the correct project?
No. It can compare the information available and present likely matches, but a person should confirm ambiguous routing.
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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