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See the balance details that changed in a review draft

When balance details shift, bring the returned quantities, accruals, or adjustments into a draft for review.

Trigger

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.

Action

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

Why this helps

Small changes to accruals or adjustments can be difficult to notice among routine balance checks.

  • Make detail-level changes easier to spot
  • Bring returned accrual and adjustment information together
  • Leave interpretation to the reviewer when context is missing

Setup

Build it in a few focused steps.

  • 1Connect Workday and Gmail once in the Notis portal.
  • 2Create an automation in Automations, then New Automation, and give it a name.
  • 3Describe the outcome in one instruction: draft a summary of the changed balance details returned by Workday and note missing before-and-after context.
  • 4Pick the Workday Balance Details Changed trigger and choose where run reports should go.
  • 5Test with one real balance detail change and review the values in the draft.

Questions about this workflow

Can it calculate why a balance changed?

It can report returned accruals, adjustments, or quantity changes, but should not infer a reason that Workday does not provide.

How is this different from an absence balance change?

This trigger specifically watches balance details such as quantity, accruals, and adjustments for a specific balance.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Workday triggers

Gmail actions

Recurring trigger

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

TriggerScheduled

Modify email labels

Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

ActionInstant

Webhook trigger

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

TriggerInstant

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

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

Create label

Creates a new label with a unique name in the specified user's gmail account.

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

Delete Draft

Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

ActionInstant

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

Delete message

Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

ActionInstant

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

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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

Fetch message by message ID

Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

ActionInstant

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

Fetch Message by Thread ID

Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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