Plan campaign coverage with a current policy reference
Keep the available time-off policy types easy to find while you plan campaign coverage, without searching through workforce settings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Policy Types
Retrieve the available time-off policy types.
Why this helps
Coverage planning gets more complicated when policy labels are hard to find and team availability is being coordinated at the same time.
- Retrieve available time-off policy types for a quick reference.
- Make campaign coverage planning easier to coordinate.
- Avoid assuming policy details that are not returned by the account.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Connecteam once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3Describe the policy details you want summarized for campaign coverage planning.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example and review the returned policy types.
Questions about this workflow
Does this approve or create time-off requests?
No. The action retrieves policy types only.
Will the report include employee availability?
No availability data is specified by this action. Use the policy list as a reference and supply any separate coverage information you need analyzed.
Why run it on a schedule?
A scheduled reference keeps the policy types available during recurring campaign planning without requiring a manual lookup each time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Connecteam. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
ActiveTrail and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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