Spot pipeline priorities before capacity gets tight
Use a recurring check to notice when hiring activity and upcoming project demand may be drifting apart.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Opportunities
Tool to list all opportunities in the hiring pipeline. Use when you need to retrieve candidate opportunities with optional filtering by contact, posting, stage, tags, time ranges, or other criteria.
Why this helps
Candidate pipelines and resource plans are reviewed in different places, making priority changes easy to overlook.
- See pipeline activity beside upcoming capacity context.
- Identify roles that deserve a priority discussion.
- Make recurring reviews easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect Resource Planner and Lever to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to run a pipeline scan.
- 3In one plain-language instruction, ask Notis to review Resource Planner's upcoming work context, list relevant Lever opportunities, and summarize possible priority mismatches for human review.
- 4Select a monthly recurring schedule and choose a channel for run reports.
- 5Check the first summary against one planning period and adjust the instruction if needed.
Questions about this workflow
Does the scan make hiring decisions?
No. It summarizes planning and pipeline context so a person can decide whether to change priorities.
Why use a recurring schedule?
A schedule makes pipeline-to-capacity review a predictable routine even when no integration event is available.
When this happens · Trigger
Do this · Action
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.
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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