Match Time Off Requests To Connecteam Policies
Give every leave request the right policy context before follow-up.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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 requests become slow when policy names are unclear or hard to find.
- Reduces policy confusion
- Speeds up request handling
- Improves consistency
Setup
Build it in a few focused steps.
- 1Connect Outlook and Connecteam in Notis once.
- 2Create an automation that identifies the leave topic and retrieves relevant Connecteam policy types.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel and test with one real time off message.
Questions about this workflow
Can it approve the request?
No, this action retrieves policy types for categorization and review.
What if multiple policies fit?
Notis can report the possible matches and ask for a decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Connecteam. A trigger fires from one place; an action lands in another.
Outlook triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Get Jobs
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Connect any two apps with Notis in the middle.
Outlook and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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