Keep approval requests moving from inbox to Breeze
Give requests for a decision a visible next step, so they do not sit unnoticed in the inbox.
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
Approval requests can stall when the ask is buried in a long thread and nobody has made a follow-up task.
- Spot requests that need a decision
- Summarize the decision needed in one card
- Keep stated response dates attached to the follow-up
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 only for emails requesting a decision or approval, and name the Breeze project to use.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real approval email and confirm the card captures the decision needed.
Questions about this workflow
Can it distinguish an approval request from an FYI?
Describe that only messages explicitly asking for a decision or approval should create a card.
Will it set a response deadline?
It can use a deadline written in the email. Tell Notis not to infer one when the message has no date.
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.