Copy Coda role plans from Workday changes
Keep major role changes aligned with an updated planning workspace.
Trigger
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.
Action
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Why this helps
A changed role can invalidate assumptions in the original recruiting plan.
- Refresh planning context
- Preserve the prior plan
- Make change impact explicit
Setup
Build it in a few focused steps.
- 1Connect Workday and Coda in Notis.
- 2Create an automation named Updated role plan copy.
- 3Tell Notis to copy the role planning document, title it for the changed posting, and add a summary of what changed.
- 4Pick Workday Job Posting Changed as the trigger.
- 5Choose a report channel and test with one significant posting change.
Questions about this workflow
Should every minor edit create a copy?
Tell Notis to create a copy only when the changed fields materially affect the hiring plan.
Is the prior plan preserved?
Yes. Copy Document creates a separate Coda document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Coda. A trigger fires from one place; an action lands in another.
Workday triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
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.
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
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.
Add custom domain
Add a custom domain to a published doc.
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.
Add permission
Adds a new permission to the doc.
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.
Begin content export
Initiate an export of content for the given page.
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.
Content export status
Check the status of a page content export
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.
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
Workday and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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