Bring job context into workspace planning
Give planning reviews a clearer view of Connecteam jobs for the instance you specify in the instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Why this helps
A planning review takes longer when people have to look up job context separately from organization administration.
- Retrieve jobs relevant to a specific Connecteam instance.
- Make the required instance ID explicit in the instruction.
- Include job context in recurring planning reports.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Connecteam once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Ask Notis to retrieve jobs for the Connecteam instance ID you provide and include them in a planning brief.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with a real instance ID and review the returned jobs.
Questions about this workflow
Can this work without an instance ID?
The action is for jobs relevant to a specific instance, so provide the instance ID in the instruction or request.
Does retrieving jobs change the schedule?
No. This action retrieves job objects and does not update schedules or assignments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Connecteam. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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