Keep candidate labels useful as priorities change
A periodic tag review helps your team find the right candidate context when capacity needs shift.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tags
Tool to list all tags in your Lever account. Use when you need to retrieve tags used to categorize candidates, opportunities, and postings.
Why this helps
Candidate labels can become hard to interpret as hiring priorities and project plans evolve.
- See the tags available for candidate organization.
- Connect labels to current planning priorities.
- Prepare a focused review of what still helps the team find candidates.
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 prepare a candidate-tag review.
- 3In one plain-language instruction, ask Notis to list Lever tags and summarize how they relate to current Resource Planner hiring priorities for human review.
- 4Select a quarterly recurring schedule and choose a channel for run reports.
- 5Review the first summary with your hiring priorities and decide which labels remain useful.
Questions about this workflow
Does this remove or change tags?
No. It lists tags and prepares a review; a person decides whether any changes are needed.
Why review tags alongside planning?
Planning priorities change over time, so checking the labels in that context can keep candidate organization useful.
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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