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Notis

Get an AI overview of active Breeze projects

See the shape of active work in one concise review instead of checking projects one by one.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Projects

List all active projects.

Why this helps

Founders managing several initiatives lose time switching between project pages just to understand what is active.

  • Review active projects in one report
  • Reduce project-by-project context switching
  • Base summaries on data Breeze returns

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Breeze once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3In one instruction, ask Notis to retrieve active projects and summarize the available project information without inferring unreturned status.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real portfolio check and confirm the summary matches the returned projects.

Questions about this workflow

Will the overview include project progress details?

Only details returned by the active projects action can be summarized. For more detail about a project, a separate workflow would need its project id.

Can this report historical changes?

Not from a single retrieval. Historical comparisons require a supplied baseline or stored prior results.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Breeze. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Breeze actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Project People

Invites people to join a project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Project

Archives a project to hide it from active views.

ActionInstant

Create Card

Creates a task card in a project.

ActionInstant

CREATE_LIST

Creates a new stage in a project.

ActionInstant

Create Project

Creates a new project.

ActionInstant

Create Workspace

Creates a new workspace.

ActionInstant

Delete Card

Permanently deletes a card; this action cannot be undone.

ActionInstant

Delete Project

Deletes a project.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Breeze, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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