Prepare a clearer context note for PTO review
Bring the request details and relevant policy into one note before you decide how to handle a PTO request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
PTO reviews take longer when request details and the applicable policy are in different places.
- Put request details in a reviewable format
- Make policy context easier to find
- Reduce back and forth before a decision
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.
- 3Tell Notis in one instruction to create a neutral PTO review note from the supplied request details and policy text, and flag any missing information.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real PTO example and check the note before using it to support a decision.
Questions about this workflow
Does this workflow approve or deny PTO?
No. It prepares a context note for a person to review and make the decision.
Will Notis know our PTO policy?
Only if the policy is available to the workflow or included in the request. Supply the relevant policy text rather than relying on assumptions.
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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