Make leave balance checks easier to follow up
Bring leave balance questions to the right person's attention with a short draft grounded in the data available.
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
Leave balances can prompt last-minute questions when employees and HR do not review them in time.
- Create a regular prompt to review visible leave balance information.
- Call out discrepancies or questions without making policy claims.
- Give the recipient a clear next step to confirm.
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 the workflow.
- 3Tell Notis to review available leave balances and draft a confirmation request for the specified recipient, flagging policy or balance questions for HR review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real leave record and verify the balance and message.
Questions about this workflow
Can it tell employees how much leave they are entitled to?
Only if the relevant policy and accurate balance information are available and explicitly supplied. Otherwise the draft should ask HR to confirm.
Does it send balance information without review?
No. It creates a draft for a human to check for accuracy and appropriateness.
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.
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).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Create label
Creates a new label with a unique name in the specified user's gmail account.
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`.
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.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
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`.
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`.
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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