See which onboarding items may need follow-up
Get a short review list of onboarding items that appear incomplete in the information available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Without a regular review, unfinished onboarding details can remain unnoticed until they block a new hire.
- Spot possible onboarding follow-up sooner
- Keep review work in one place
- Reduce the effort of scanning records manually
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to identify incomplete onboarding items from available status data and create a Drive review list, using only status fields that are actually available.
- 4Select a recurring schedule and choose where run reports should go.
- 5Test with one real onboarding example and confirm the list reflects your team's definition of complete.
Questions about this workflow
Does BambooHR provide all onboarding checklist status?
The fields available depend on your BambooHR setup. Use only status information that Notis can access or that you provide.
Can this workflow mark onboarding items complete?
No. It creates a review list in Drive and does not update BambooHR records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Google Drive. A trigger fires from one place; an action lands in another.
Bamboohr triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Bamboohr and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.