Find company documents for campaign operations
Keep relevant company documents easier to locate when preparing or coordinating AimTell campaigns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Company Documents
Retrieve company-wide documents.
Why this helps
Campaign operators can lose time searching for current company documents and may work from outdated references.
- Make company document references easier to review.
- Reduce time spent searching Breathe HR manually.
- Flag missing or unclear document context for a human check.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Breathe HR in Notis once.
- 2Create an automation in Notis to list company documents and summarize those relevant to campaign operations based on criteria you provide.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Can it verify that a document is current?
Only if the returned document details include dates or version context. Have the automation flag records without enough information to assess currency.
Does it share document contents?
The listed action retrieves company document records. Limit reports to the details needed and use a suitable restricted destination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Breathe HR. A trigger fires from one place; an action lands in another.
AimTell triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
AimTell and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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