Give managers a useful onboarding handoff
Bring a new hire's available HR context and open onboarding items into one short message a manager can act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Managers often need the same onboarding context gathered from several places before they can help a new hire.
- Summarize available onboarding context for a manager.
- Call out open items that need an owner or answer.
- Keep the handoff in a draft until reviewed.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to use the employee reference and supplied manager recipient to draft a short onboarding handoff with known facts and unresolved items.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new hire request and review the recipient and content.
Questions about this workflow
Does Notis know the employee's manager?
Use a manager recipient supplied in the request or a reliable source field. If it is not available, the draft should flag it as missing.
Can the handoff include assigned onboarding tasks?
Only if those tasks are included in the source data or request. The workflow should not infer task ownership.
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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