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Keep emergency contact records ready for review

Make it easier to spot records that may need confirmation and prepare a careful reminder for the right person.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

Why this helps

Contact details may become outdated, but periodic review is easy to put off when there is no prompt.

  • Surface missing or stale details only when the data supports that conclusion.
  • Prepare a clear request to confirm or update information.
  • Keep sensitive contact data out of unnecessary email content.

Setup

Build it in a few focused steps.

  • 1Connect BambooHR and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to review available emergency contact records and draft a minimal confirmation reminder for the specified recipient, flagging missing review dates or details.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real record and review privacy and recipient details.

Questions about this workflow

Can it tell if a contact detail is stale?

Only if a review date or other reliable indicator is available. Without one, it can report missing information but should not label a value stale.

Will the draft include the full emergency contact details?

The prompt should ask for only the minimum needed. The draft can request confirmation without repeating sensitive information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bamboohr to Gmail. A trigger fires from one place; an action lands in another.

Bamboohr triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Modify email labels

Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

Delete Draft

Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

ActionInstant

Delete message

Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

Fetch message by message ID

Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

ActionInstant

Fetch Message by Thread ID

Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

ActionInstant

Connect any two apps with Notis in the middle.

Bamboohr and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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