Check project stages used for campaign work
Review the columns in a project and spot missing stages from the workflow you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Columns
Lists the default and custom columns in a project.
Why this helps
Project workflows drift when nobody remembers which stages the team agreed to use.
- Make project stages easier to review.
- Identify gaps against a supplied workflow.
Setup
Build it in a few focused steps.
- 1Connect AimTell and BugHerd once in Notis.
- 2Create an automation to list columns for the specified project and compare them with the supplied stages.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test with one real project and its expected stages.
Questions about this workflow
Does this change project settings?
No. It lists columns and reports what it finds.
How can it know the expected workflow?
Provide the expected stages in the automation instructions or review request.
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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