Triage document exceptions into Breeze tasks
Give recurring document exceptions a clear owner and next step instead of letting them stay in a report.
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
Processing exceptions often need a human, but they are easy to overlook when review happens inconsistently.
- Create a regular review habit for exceptions.
- Give each identified issue an actionable task.
- Avoid treating unavailable exception data as fact.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Breeze once in the Notis portal.
- 2Create an automation using Automations, New Automation, or a plain-language instruction to Notis.
- 3Ask Notis in one instruction to review available processing results and create Breeze cards for exceptions that need human resolution, describing only observed issues.
- 4Choose a recurring schedule and a report channel.
- 5Test with one known exception and make sure its details are available to Notis.
Questions about this workflow
What counts as an exception?
Define the exceptions you want reviewed in your instruction, based on fields or results that are actually available.
Will it retry failed processing?
The listed Breeze actions do not retry Affinda processing. This workflow creates a task for a person to investigate.
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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No card. Works with personal or business Breeze.