Get Connecteam Roster Context From Staffing Emails
Bring the current user list into view when a staffing email needs a closer look.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
A staffing email may require checking who is already in Connecteam, turning a quick inbox review into a multi-app task.
- Retrieve Connecteam users in response to a relevant staffing email.
- Review roster context alongside the email follow-up.
- Avoid manually opening Connecteam for an initial roster check.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: 'When a new email raises a staffing question, retrieve Connecteam users and summarize relevant roster information in the run report.'
- 4Choose the New Gmail Message Received trigger, then choose where run reports should go.
- 5Test with one real staffing email and review the result.
Questions about this workflow
Will this change user records?
No. The selected action retrieves users for review; it does not edit or archive them.
Can it determine who is available for a shift?
The listed action retrieves user data but does not establish shift availability. Provide the needed availability information separately if you want Notis to assess it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Connecteam. A trigger fires from one place; an action lands in another.
Gmail triggers
Connecteam actions
Recurring trigger
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New Gmail Message Received Trigger
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Connect any two apps with Notis in the middle.
Gmail and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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