Make the weekly hiring review easier to start
Start the week with a focused view of planned capacity pressure and the requisitions already in progress.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Requisitions
Tool to list all requisitions with filtering and pagination. Use when you need to retrieve requisitions, optionally filtered by status, code, confidentiality, or creation date.
Why this helps
Switching between project plans and hiring records makes it easy to miss whether a real capacity need already has an active requisition.
- Bring the weekly capacity check into a predictable routine.
- See which hiring requests may already be underway.
- Spend less time reconstructing recruitment context.
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 review weekly hiring capacity.
- 3In one plain-language instruction, ask Notis to review upcoming Resource Planner staffing pressure, list relevant Lever requisitions, and summarize gaps for follow-up.
- 4Select a weekly recurring schedule and choose a channel for run reports.
- 5Review the first scheduled summary against one current planning period.
Questions about this workflow
Will Notis create a requisition for every gap it finds?
No. This workflow lists requisitions for review; it is designed to surface context for a person to decide what needs to happen.
Can I choose the review day?
Yes. Select the weekly recurring schedule that fits your planning routine.
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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