Run a monthly Breeze project access review
Keep project access easy to understand with a recurring membership snapshot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project People
Tool to get all users in a project. use when you have a valid project id and need to list its users.
Why this helps
Project access drifts over time, leaving founders unsure who still needs visibility.
- Make access changes easier to spot
- Support cleaner project membership
- Reduce repeated manual checks
Setup
Build it in a few focused steps.
- 1Connect Breeze once in the Notis portal.
- 2Create an automation that retrieves and summarizes project people.
- 3Pick a recurring schedule trigger.
- 4Choose the Notis report destination.
- 5Run one test review and confirm the project scope.
Questions about this workflow
Does this remove people?
No. It provides a membership report for review.
Can I review several projects?
Specify the intended project scope or schedule separate reviews.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Breeze. A trigger fires from one place; an action lands in another.
Typeform triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Form Response
Triggers when a respondent completes and submits the form.
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.
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."
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.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
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.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Typeform and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.