Keep customer commitments visible in Breeze
When an email includes a promise to send something, check back, or complete a next step, capture it as a Breeze card.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Why this helps
Customer promises are easy to lose when they live only in an email thread.
- Keep promised follow-ups visible
- Separate concrete commitments from general conversation
- Use stated dates without inventing deadlines
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Breeze once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to create a card for a concrete customer commitment, summarize the promise, and use the Breeze project you specify.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real customer email and review the card.
Questions about this workflow
What counts as a customer commitment?
A specific promised action or follow-up, such as sending a proposal or checking back. You can describe the kinds of commitments Notis should capture.
Does Notis know which Breeze project to use?
Name the project in your instruction so the automation has a clear destination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Breeze. A trigger fires from one place; an action lands in another.
Agent mail triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Agent mail 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.