Review Connecteam policy types from completed time off Docs
Once the time off details are complete, compare the documented rules with the policy types your team can use.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Action
Get Policy Types
Tool to retrieve available time-off policy types. use before filtering or creating time-off requests by policytypeid.
Why this helps
Time off rules can be documented clearly yet remain disconnected from the policy options staff see.
- Reduce policy naming confusion
- Surface missing policy options
- Speed up operational review
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Connecteam once in Notis.
- 2Create an automation named Time off policy check.
- 3Tell Notis to read the completed document, retrieve Connecteam policy types, and report mismatches or missing types.
- 4Pick Document Placeholder Filled as the trigger and choose a report channel.
- 5Test with one completed time off template.
Questions about this workflow
Does it create time off policies?
No. It retrieves available policy types and highlights differences.
Can it compare multiple policy sections?
Yes. Tell Notis which sections and naming rules to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Connecteam. A trigger fires from one place; an action lands in another.
Google Docs triggers
Connecteam actions
Recurring trigger
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Webhook trigger
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Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Google Docs and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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