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Build a Breathe HR employee directory from Coda

Start a planning document with a current employee list instead of searching HR manually.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

List Employees

Tool to list all employees in the BreatheHR account with pagination support. Use when you need to retrieve employee information from BreatheHR. Supports filtering by role type (HR, line manager) and RotaCloud integration status. Pagination is handled via page and per_page query parameters, with metadata returned in HTTP headers (Link and Total headers).

Why this helps

Planning begins with outdated spreadsheets because the current employee directory is hard to pull together.

  • Use current employee data
  • Reduce directory maintenance
  • Start planning with less setup

Setup

Build it in a few focused steps.

  • 1Connect Coda and Breathe HR in Notis once.
  • 2Create an automation for planning document context.
  • 3Tell Notis to list Breathe HR employees and summarize the directory needed for the new Coda document.
  • 4Pick the New Coda Document trigger and choose a report channel.
  • 5Test with one planning document.

Questions about this workflow

What employee data is returned?

The workflow uses the employee information available from the Breathe HR list action and the scope you request.

Can it filter the directory?

Yes. Specify a supported role type or other scope in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Breathe HR. A trigger fires from one place; an action lands in another.

Coda triggers

Breathe HR actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Approve Leave Request

Tool to approve a leave request in BreatheHR. Use when an authorized user needs to approve a pending leave request.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Employee

Tool to create a new employee in BreatheHR. Use when you need to add a new employee record with their personal information, contact details, and employment information. Required fields are first_name, last_name, email, and company_join_date.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Create Employee Change Request

Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

Create Employee Expense

Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Create Employee Expense Claim

Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Create Employee Sickness

Tool to create a sickness record for an employee in BreatheHR. Use when you need to log an employee's sick leave with details like type, dates, and status.

ActionInstant

Delete Employee Expense

Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.

ActionInstant

Delete Employee Training Course

Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.

ActionInstant

Connect any two apps with Notis in the middle.

Coda and Breathe HR, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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