Keep time-off policy options visible in admin reviews
A scheduled policy type lookup helps reviewers see which Connecteam time-off policy options are available.
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
Reviewers can lose time looking for policy options when an admin planning task spans multiple tools.
- Retrieve available time-off policy types.
- Keep policy context close to recurring admin reviews.
- Help reviewers identify when a policy choice needs confirmation.
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 Connecteam time-off policy types and include them in an admin review brief.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the policy list is clear.
Questions about this workflow
Does this create a time-off request?
No. It retrieves policy types and does not create or approve requests.
Can the workflow decide which policy applies?
It can present available policy types. A person should determine which one applies to a specific case.
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.
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Generates a secure, time-limited URL for uploading a file.
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Retrieves team chats and channels.
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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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