Review active project context before new commitments
See existing project context beside new document requests before deciding what the team can take on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
List all active projects.
Why this helps
New requests can arrive while existing commitments are spread across multiple projects and easy to forget.
- Bring active project details into a recurring review.
- Support deliberate intake decisions with available context.
- Reduce context switching between requests and work in progress.
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 tell Notis what outcome you want.
- 3Ask Notis in one instruction to retrieve active Breeze projects and summarize their available details alongside the document request context provided to it, without inferring capacity from unavailable data.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real review and confirm the project details support the decision.
Questions about this workflow
Can this calculate team capacity?
Only if reliable capacity data is available or supplied. The listed project lookup returns project details, so the workflow should not claim a capacity calculation without that information.
Does it create or change projects?
No. It retrieves active projects and prepares a summary for review.
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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