Create scheduled follow-up tasks for processed documents
A recurring review can turn document work that still needs attention into a visible Breeze queue.
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
Documents that need a second look can be forgotten after the initial processing moment passes.
- Gather outstanding document follow-ups into team tasks.
- Use a recurring review instead of relying on memory.
- Flag missing source information for human attention.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome you want.
- 3Ask Notis in one instruction to review available processed document results and create Breeze cards for items needing human follow-up, without assuming unavailable history or status fields.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real example and confirm the needed source information is available.
Questions about this workflow
Can this find documents from previous runs?
Only if the information is available to Notis through the connected source or supplied by you. The workflow should not assume Affinda provides a history or queue field.
How often will it run?
You choose the recurring schedule when setting up the Notis automation.
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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