Build a BambooHR onboarding completeness report from parsed documents
Get a scheduled view of onboarding details that may need attention, using parsed documents and a BambooHR report you already trust.
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
Founders and small HR teams can lose track of which onboarding details are present across documents and employee records.
- Review onboarding details on a predictable schedule
- Bring document data and BambooHR report results into one summary
- Make follow-up items easier to spot
Setup
Build it in a few focused steps.
- 1Connect Airparser and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: compare parsed onboarding details with results from a specified BambooHR custom report and summarize apparent gaps for review.
- 4Pick a recurring Notis cron trigger and choose where run reports should go.
- 5Test with one real parsed document and the intended BambooHR report.
Questions about this workflow
Does this create a custom report in BambooHR?
No. The action runs a custom report by ID or ad-hoc fields. Choose an existing report or provide the intended ad-hoc fields.
Can it know which onboarding details are mandatory?
Only when those requirements are supplied in the automation instruction or an available policy source. The apps' descriptions do not define a required onboarding checklist.
Will the report update employee records?
No. This workflow uses a report retrieval action and summarizes possible gaps for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Bamboohr. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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