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Review document readiness for every new leave

Start leave administration with a clear view of available document categories.

Trigger

Worker Leave of Absence Created

Triggers when a new leave of absence record is created for a worker. This trigger monitors a specific worker's leaves of absence and detects when new leave records appear (e.g., when a leave is initiated/recorded). Uses snapshot-based diffing to compare leave record IDs between polls.

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

New leave cases create paperwork questions that interrupt HR teams and delay follow up.

  • Start each case with consistent context
  • Reduce HR searching
  • Surface missing category coverage early

Setup

Build it in a few focused steps.

  • 1Connect Workday and Docsumo in the Notis portal.
  • 2Create an automation and name the leave document review.
  • 3Tell Notis to retrieve enabled Docsumo document types for each new leave and summarize categories relevant to HR follow up.
  • 4Pick Worker Leave of Absence Created as the trigger and choose a report channel.
  • 5Test with one new leave event.

Questions about this workflow

Does the action process uploaded leave files?

No. It retrieves the enabled document type summary.

Can I send results to a team channel?

Yes. Choose the desired report channel during setup.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Workday to Docsumo. A trigger fires from one place; an action lands in another.

Workday triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get User Document Types

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

ActionInstant

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.

TriggerPolling

MCA Analysis

Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.

ActionInstant

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.

TriggerPolling

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.

TriggerPolling

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.

TriggerPolling

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.

TriggerPolling

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.

TriggerPolling

Connect any two apps with Notis in the middle.

Workday and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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