See HR readiness details alongside project work
Turn a recurring BambooHR report into a short project readiness brief with open questions called out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Run Custom Report
Runs a saved custom report or generates an ad hoc report and returns its results.
Why this helps
Project reviews often lack the employee information needed to identify staffing follow-up early.
- Bring relevant HR report results into project review
- Summarize information without manually scanning a report
- Make unknowns and follow-up items explicit
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to run the specified BambooHR custom report, summarize results relevant to available AccuLynx project context, and list missing information separately.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real report and confirm the summary reflects only returned data.
Questions about this workflow
Does this create a custom BambooHR report?
No. The action runs a report by ID or ad hoc fields. Use an existing report or specify supported report fields in the prompt.
Can it establish project readiness from HR data alone?
It can summarize returned information against available project context, but any readiness criteria not present in the apps must be supplied in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Bamboohr. A trigger fires from one place; an action lands in another.
Acculynx triggers
Bamboohr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Candidate Application
Creates a candidate application for a specific job opening.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Job Opening
Creates a job opening for applicants.
List Job Applications
Lists job applications for retrieval or reporting.
Get Benefit Coverages
Retrieves available benefit coverage options.
Get Member Benefit Events
Lists benefit events visible to the authenticated user.
Get Company EINs
Retrieves the account’s company Employer Identification Numbers.
Get Company Information
Retrieves information about the current account’s company settings.
Create File Category
Creates company file categories after their names are confirmed.
Connect any two apps with Notis in the middle.
Acculynx and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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