Review active Bugherd projects each morning
Start the day with a short 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
List Active Projects
Tool to list all active projects in your bugherd account. use when you need to retrieve the active projects list (e.g., for syncing or reporting).
Why this helps
Project drift stays hidden when nobody checks the active portfolio consistently.
- Create a reliable review habit
- Spot inactive or unclear projects
- Reduce portfolio surprises
Setup
Build it in a few focused steps.
- 1Connect Bugherd in Notis once.
- 2Create an automation named Morning project review.
- 3Tell Notis to list active Bugherd projects and summarize projects that need follow up based on the available metadata.
- 4Pick a daily Notis schedule and choose a report channel.
- 5Run one test execution and adjust the instruction if needed.
Questions about this workflow
Can it close projects automatically?
This workflow reports review findings. Ask for a separate confirmed update workflow before changing project state.
What time should it run?
Choose the daily time and timezone in the automation trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Bugherd. A trigger fires from one place; an action lands in another.
Outlook triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Tool to add a guest (client) to a project. use when you want to add an existing client by id or invite a new client by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Tool to add a member to a project in bugherd. use when you need to add an existing user to a specific project.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Attachment
Tool to add a new attachment to a task using an existing url. use when you have project and task ids and the external file url ready.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Column
Tool to create a new column in a project. use when you need to add a custom workflow column after identifying the project id.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Comment
Tool to add a new comment to a task. use when you need to record discussion or feedback on an existing task.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Project
Tool to create a new project. use when you need to initialize a project after gathering its name and url. example: "create a new project named 'my website' with url 'http://www.example.com'."
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Create Task
Tool to add a new task in a project. use when you have the project id and full task details ready.
Create Webhook
Tool to create a new webhook for real-time event notifications. use when you need to configure a callback endpoint for task or comment events. example: "create a webhook for 'task create' events to be sent to 'https://example.com/webhook'."
Connect any two apps with Notis in the middle.
Outlook and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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