Keep active projects visible during campaign planning
Get a current list of active projects alongside the campaign planning context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Active Projects
Lists active projects in your account.
Why this helps
Project planning gets fragmented when teams have to manually check which projects are active before assigning follow-up.
- Make active projects easier to scan during planning.
- Keep campaign planning context with the review.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BugHerd once in Notis.
- 2Create an automation to list active BugHerd projects and summarize them against supplied campaign planning context.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test with one real planning request.
Questions about this workflow
Does this create or modify projects?
No. It lists active projects and summarizes the information for review.
Does it know which campaigns belong to each project?
Only when that relationship is supplied or clear from the available project information. Instruct Notis to flag uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Bugherd. A trigger fires from one place; an action lands in another.
AimTell triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Adds a member to a project.
Create Attachment
Adds an attachment from a URL to a task.
Create Column
Creates a custom workflow column in a project.
Create Comment
Adds a comment to a task.
Create Project
Creates a new project.
Create Task
Creates a task in a project.
Create Webhook
Creates a webhook for real-time task or comment notifications.
Connect any two apps with Notis in the middle.
AimTell and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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