Connect Resource Planner to Lever
When something happens in Resource Planner, Notis takes the next step in Lever. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Resource Planner to Lever
Turn a confirmed capacity gap into a hiring requisition
When Resource Planner confirms a sustained staffing gap, ask Notis to create a Lever requisition so the hiring need has a clear home.
Review upcoming capacity and open requisitions
On a weekly cadence, have Notis check Resource Planner capacity context and list Lever requisitions so hiring follow-up is easier to plan.
Attach staffing-change context to a candidate
When a planning update changes a role's timing or capacity assumptions, add a concise note to the related Lever opportunity.
Scan the hiring pipeline against planned capacity
Have Notis periodically list Lever opportunities and compare them with Resource Planner's upcoming work context to spot roles that need a human check.
Tag opportunities when role capacity becomes urgent
When a planning signal marks a role as urgent, append an agreed tag to the related Lever opportunity to make it easier to spot.
Record the planning channel behind a referral
When a Resource Planner referral or staffing plan identifies a recruitment source, add that source to the related Lever opportunity.
Review Lever postings before a project ramp
On a recurring planning cadence, list Lever postings and summarize which ones may need review before upcoming Resource Planner project demand ramps up.
Create a Lever opportunity from a confirmed candidate handoff
When a Resource Planner handoff includes a confirmed prospective candidate and a clear hiring context, create a Lever opportunity for follow-up.
Check recruitment sources alongside staffing plans
Schedule a periodic review of Lever's available recruiting sources alongside Resource Planner hiring context to keep channel choices informed.
Supported Triggers and Actions
Notis builds workflows that link Resource Planner to Lever. A trigger fires from one place; an action lands in another.
Resource Planner triggers
Lever actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Opportunity Links
Tool to add links to a contact associated with an opportunity. Use when you need to attach URLs like LinkedIn profiles, GitHub accounts, personal websites, or other social media links to a candidate. Adding new links does not replace existing links.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Opportunity Sources
Tool to add sources to an opportunity. Use when you need to attribute specific recruitment channels or sources to an existing opportunity.
Add Opportunity Tags
Tool to add tags to an opportunity. Use when you need to append labels or categorize an existing opportunity.
Create Form Submission
Tool to create a completed profile form submission for a candidate's opportunity profile. Use when you need to submit a filled form based on an existing template.
Create Form Template
Tool to create a profile form template for an account. Use when you need to create a new form template with custom fields.
Create Interview
Tool to create an interview on an externally-managed panel in Lever. Use when scheduling a new interview for an opportunity on a panel where externallyManaged is true.
Create Note
Tool to create a note on an opportunity profile or add a threaded comment to an existing note.
Create Opportunity
Tool to create a new candidate opportunity in Lever. Use when adding a new candidate to the system with automatic email-based deduplication.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Connect any two apps with Notis in the middle.
Resource Planner and Lever, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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