Make onboarding follow-up easier to act on
Spot incomplete onboarding records and prepare a short, specific request for the information still needed.
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
Chasing missing onboarding details can become a scattered series of reminders and repeat checks.
- Review onboarding records on a consistent schedule.
- Ask for specific details that appear missing from available records.
- Keep the message as a draft for a quick accuracy check.
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 onboarding records, identify missing details visible in the data, and draft a concise request without guessing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real onboarding record and check the draft for accuracy.
Questions about this workflow
How does it know which details are required?
Notis can identify absent information in the records it can access. Supply your required onboarding checklist in the prompt if the source data does not define it.
Does the reminder go out automatically?
No. Gmail creates a draft for review. You decide whether and when to send it.
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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