Create Coda prospect briefs from Workday updates
Keep promising prospects moving when their profile changes.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
Create a page
Create a new page in a doc. note that creating a page requires you to be a doc maker in the applicable workspace.
Why this helps
Profile updates can be missed when recruiters are tracking many prospects manually.
- Make changes visible
- Prompt timely follow up
- Keep recruiting context together
Setup
Build it in a few focused steps.
- 1Connect Workday and Coda in Notis.
- 2Create an automation named Prospect update brief.
- 3Tell Notis to create a Coda page summarizing the profile change, recruiting implications, and suggested follow up questions.
- 4Pick Workday Prospect Profile Changed as the trigger.
- 5Choose where reports go and test with one profile change.
Questions about this workflow
Can it focus only on actionable changes?
Yes. Ask Notis to ignore routine fields and call out changes that require recruiter attention.
Can the page include the prospect source and tags?
Yes, when those fields are included in the Workday event data.
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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