Triage monitored findings against existing tasks
Separate signals with an existing task from findings that still need a clear next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_CARDS
Retrieve all cards in a project.
Why this helps
Research teams can create duplicate work or miss follow-up when they do not check existing tasks before acting.
- Check existing cards before planning follow-up.
- Surface findings that appear to lack a task.
- Reduce duplicated or forgotten work.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to compare selected Agenty findings with cards in a specified Breeze project and report likely duplicates and untracked actions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real findings and current project cards.
Questions about this workflow
Does this workflow create or edit cards?
No. It retrieves cards and prepares a triage report. Decide separately whether to create or update tasks.
How does it avoid false duplicate matches?
Give Notis matching criteria such as shared subject, source, or affected item. Treat uncertain matches as suggestions for review.
Can it use older findings as a baseline?
Only if the history is returned by Agenty or supplied to the automation. Do not assume the source provides an undocumented baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Breeze. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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