Find Breathe HR documents from Todoist
Turn a document request into a direct search of your HR library.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Company Documents
Tool to retrieve a paginated list of company documents from BreatheHR. Use when you need to access or view company-wide documents stored in the BreatheHR system.
Why this helps
People lose time asking where policies and forms are stored when document requests arrive unexpectedly.
- Find policies faster
- Reduce repeated questions
- Keep document requests traceable
Setup
Build it in a few focused steps.
- 1Connect Todoist and Breathe HR in the Notis portal.
- 2Create an automation that lists company documents relevant to the request in each new task.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel and test with one policy or form request.
Questions about this workflow
Can Notis identify the best matching document?
Ask it to return likely matches and summarize their names and dates.
Does it upload new documents?
No. The available action lists company documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Breathe HR. A trigger fires from one place; an action lands in another.
Todoist triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Tool to approve a leave request in BreatheHR. Use when an authorized user needs to approve a pending leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Tool to create a new employee in BreatheHR. Use when you need to add a new employee record with their personal information, contact details, and employment information. Required fields are first_name, last_name, email, and company_join_date.
New Task Created
Trigger when a new task is added to Todoist.
Create Employee Change Request
Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
Create Employee Expense Claim
Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.
Create Employee Sickness
Tool to create a sickness record for an employee in BreatheHR. Use when you need to log an employee's sick leave with details like type, dates, and status.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
Delete Employee Training Course
Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.
Connect any two apps with Notis in the middle.
Todoist and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Breathe HR.