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Find time-off policy options from Slack

Bring the available policy types into the conversation when a time-off question needs a quick answer.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

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

Policy questions can trigger a distracting search or a chain of messages before someone finds the current options.

  • Reduces time spent hunting for policy options
  • Helps people discuss the available choices sooner
  • Keeps the question connected to its original conversation

Setup

Build it in a few focused steps.

  • 1Connect Slack and Connecteam to Notis once in the portal.
  • 2Create an automation prompt to retrieve Connecteam policy types for Slack time-off questions and return a concise summary.
  • 3Select the Slack channel message trigger and pick a run-report channel.
  • 4Test with a real policy question and confirm the summary answers it.

Questions about this workflow

Does it approve time off?

No. The available action retrieves policy types; it does not create or approve a request.

Can it handle policy questions only?

Describe the time-off requests that should trigger a lookup in the prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Connecteam. A trigger fires from one place; an action lands in another.

Slack triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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