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Notis

Review active Breeze projects on a weekly schedule

Start the week with a focused view of the projects that need attention.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Projects

Tool to get all active projects. use when you need an overview of your team's current projects after confirming authentication.

Why this helps

Important project risks stay hidden because there is no consistent review moment.

  • Create a dependable review habit
  • Prioritize attention quickly
  • Reduce portfolio blind spots

Setup

Build it in a few focused steps.

  • 1Connect Breeze to Notis once.
  • 2Create an automation named Weekly Breeze Review.
  • 3Tell Notis to retrieve active projects and summarize notable gaps, stale items, or upcoming attention areas using returned data.
  • 4Choose a Notis cron trigger and set the recurring schedule.
  • 5Choose where run reports go and test with one immediate run.

Questions about this workflow

Can Notis invent project risks?

No. Ask it to base the summary only on data returned from Breeze and clearly mark missing information.

Can I change the schedule later?

Yes. Update the automation schedule in Notis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Coda triggers

Breeze actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Project People

Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Project

Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Create Card

Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

CREATE_LIST

Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Create Project

Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Create Workspace

Tool to create a new workspace. use after deciding on the workspace name.

ActionInstant

Delete Card

Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.

ActionInstant

Delete Project

Tool to delete a specific project by id. use when you need to remove a project after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Breeze.