Keep time-off policy options close to weekly planning
A small recurring reference can make availability planning easier to start when deadlines shift.
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
Founders may forget where to check policy options until a schedule change becomes urgent.
- Keep a recurring reference to available policy types.
- Add Affinity planning details you supply for context.
- Start availability discussions with relevant information at hand.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide the name and prompt.
- 3Tell Notis to retrieve Connecteam time-off policy types on a recurring schedule and summarize them with planning context you supply from Affinity.
- 4Pick a schedule trigger and choose the report destination.
- 5Test with one real policy lookup and planning example.
Questions about this workflow
Will the summary include time-off balances or requests?
No. This action lists policy types, and does not provide requests, balances, or availability.
Can the workflow infer changing deal context?
No. Provide the context you want included in each scheduled review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Connecteam. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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