Choose a policy research template for new balances
Start from a proven research pattern when a new balance type appears.
Trigger
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Action
Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
Why this helps
New absence plans often require a fresh research workflow, but teams start from scratch or forget existing templates.
- Surface reusable research patterns
- Reduce setup time for new plans
- Keep policy workflows consistent
Setup
Build it in a few focused steps.
- 1Connect Workday and Agenty in Notis once.
- 2Create an automation that retrieves suitable Agenty templates when a new absence balance appears.
- 3Pick the New Absence Balance trigger and describe the template characteristics to look for.
- 4Choose a report channel and test with one new balance record.
Questions about this workflow
Does this create an agent automatically?
No. It retrieves templates and reports the options so you can choose the right next step.
Can templates be filtered by policy topic?
Yes. Include the policy topic, audience, and desired research style in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Agenty. A trigger fires from one place; an action lands in another.
Workday triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Agent by ID
Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Get Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Workday and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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