Review account health with workforce context in view
Bring account performance and relevant workforce details into one scheduled briefing, so founders can make follow-up decisions with better context.
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
Account performance reviews can miss staffing context when client and HR information is reviewed separately.
- Bring client and workforce context into one review
- Reduce manual report gathering
- Keep recommendations grounded in data actually available
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which AgencyZoom performance signals and BambooHR report data to summarize, and ask it to label unavailable context rather than infer it.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting period and verify the summary against both sources.
Questions about this workflow
Does this create a BambooHR custom report?
No. The selected action runs an existing custom report by ID or ad hoc fields. Supply the report identifier or requested fields in the instruction.
Can Notis infer which employee data matters?
You should name the workforce context you want included. Notis can summarize returned data, but it should label missing information rather than invent it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bamboohr. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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