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Notis

Route processed legal documents into Breeze review

Give legal document review a clear owner and next step while keeping decisions with your team.

Trigger

Webhook received

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

Action

Create Card

Creates a task card in a project.

Why this helps

Important documents can wait unnoticed when intake does not create a visible review task.

  • Make document review work visible and assignable.
  • Keep extracted context available to the reviewer.
  • Support a human decision process.

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 a plain-language request to Notis.
  • 3Ask Notis in one instruction to create a Breeze card for each processed legal document requiring review and summarize only the available relevant details.
  • 4Choose a webhook trigger and the channel for run reports.
  • 5Test with one real document and confirm the card does not overstate its contents.

Questions about this workflow

Does Notis provide legal advice in this workflow?

No. It creates a review task from available document details; legal interpretation remains with your qualified reviewer.

Can the task include a deadline?

The card action supports a due date. Use one only when the document or your supplied instruction provides a reliable date.

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.

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.

Affinda and Breeze, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Breeze.