Create onboarding tasks from parsed client documents
Turn intake documents into a short, actionable Breeze checklist without copying every requirement by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Creates a task card in a project.
Why this helps
Client requirements arrive across files and messages, making it easy to miss one while setting up work.
- Create tasks from requirements that Airparser extracted.
- Keep client context alongside each follow-up.
- Reduce the chance that an intake requirement is overlooked.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a Breeze card for each actionable onboarding requirement in the incoming parsed document.
- 4Pick the webhook trigger that receives the Airparser result, then choose where run reports go.
- 5Test with one real client intake document.
Questions about this workflow
Can this create one task per requirement?
Tell Notis to create a card for each distinct actionable requirement in the parsed result.
What if the parsed document has no actionable requirements?
Instruct Notis to create no cards when there is no clear follow-up, and report that outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Breeze. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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