Review project coverage for campaign responsibilities
See who is connected to the work before a campaign responsibility gets missed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project People
Retrieve the users in a project.
Why this helps
Campaign tasks can fall between people when project participation is unclear.
- Review who is listed on the project.
- Prepare responsibility conversations with current roster context.
- Spot possible coverage gaps using criteria you define.
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 the project people and summarize campaign responsibility coverage using supplied criteria.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with a valid project and known responsibility criteria.
Questions about this workflow
Can this tell whether every campaign task has an owner?
This action retrieves project people, not card assignments. Any task ownership checks require card data and criteria beyond this action.
How does it determine a coverage gap?
Provide the expected roles or people. The returned project roster alone may not describe campaign responsibilities.
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.
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.
AimTell and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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