Create Breeze projects from parsed request documents
Give a well-defined request a home as soon as its document has been processed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
A clear brief can still sit idle while someone manually creates the project and copies over its name.
- Reduce delay between receiving a request and starting work.
- Use extracted document details to identify the project.
- Keep project intake consistent.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Breeze once in the Notis portal.
- 2Create an automation through Automations, New Automation, or a plain-language request to Notis.
- 3In one instruction, ask Notis to create a Breeze project only when a parsed request provides a clear project name, and summarize the source document in the project description if supported by the action.
- 4Choose a webhook trigger and a destination for run reports.
- 5Test with one real request document and confirm the project is appropriate.
Questions about this workflow
Does this create a project for every document?
Your instruction should limit project creation to documents that represent a genuine new project and include enough information to identify it.
Can it build a full task plan?
This workflow uses the Create Project action. The listed action does not create a set of project tasks as part of that operation.
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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