Turn a pipeline review into owned actions
End a pipeline review with a concise action list your team can work through.
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
Pipeline reviews can produce decisions that never make it into the team's execution system.
- Convert review findings into execution work.
- Keep priority deal context with the action list.
- Reduce manual note transfer after pipeline reviews.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: On each run, review the Affinity pipeline data I provide using my stated priorities and create a Breeze card listing the deals and actions requiring attention.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real pipeline snapshot and confirm the priorities.
Questions about this workflow
Will Notis know my deal priorities automatically?
Provide your priority rules or criteria and ensure the relevant deal fields are available.
Does this create separate tasks for every deal?
The instruction can request a single summary card or separate cards, provided the project context is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Breeze. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.