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Notis

Review campaign delivery tasks on a steady cadence

Get a focused backlog summary before open campaign work slips out of view.

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

Campaign delivery tasks can pile up across a project without a clear review moment.

  • Review all cards in a specified project on a cadence.
  • Surface campaign delivery work that may need a decision.
  • Reduce the effort required to prepare a backlog review.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Breeze once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to retrieve cards from the selected campaign project and summarize the backlog.
  • 4Pick the notis_cron trigger and choose where run reports should go.
  • 5Test with a real project containing campaign delivery cards.

Questions about this workflow

What does the card list include?

The action retrieves cards for a specific project after the project is confirmed.

Can it detect overdue tasks?

It can call out dates present in the returned card data. If dates or status history are not returned, those details must be provided separately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AimTell 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.

AimTell and Breeze, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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