Review Connecteam policy types monthly
Keep leave administration aligned with the policy catalog your team actually uses.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 drift creates avoidable questions and inconsistent leave handling.
- Catch policy gaps sooner
- Reduce leave handling confusion
- Create a regular admin checkpoint
Setup
Build it in a few focused steps.
- 1Connect Todoist and Connecteam in the Notis portal.
- 2Create an automation that retrieves policy types and summarizes changes or items needing review.
- 3Choose a Notis cron trigger and set a monthly cadence.
- 4Select a report channel and test with one manual run.
Questions about this workflow
Can it approve requests?
No. It reviews available policy types only.
Can it compare against an internal policy list?
Yes, if you provide that baseline in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Connecteam. A trigger fires from one place; an action lands in another.
Todoist triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Todoist and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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