Surface a document reference at the right time
If a document should become visible at a planned moment, schedule Notis to add its accessible URL to Slack as a remote file reference.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Why this helps
A useful document link can be overlooked when it needs to be shared at a specific point in a team's workflow.
- Surface a document at a planned time.
- Make its accessible URL discoverable in Slack.
- Avoid relying on someone to remember the handoff.
Setup
Build it in a few focused steps.
- 1Connect Slack once in Notis.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3Ask Notis to add the specified ActiveMerge document URL as a remote file reference when the workflow runs.
- 4Choose notis_cron and set the desired schedule in Notis.
- 5Choose a report channel and test using one accessible document URL and a unique external ID.
Questions about this workflow
Will Notis look up the ActiveMerge URL at run time?
No ActiveMerge read action is listed in this workflow. Supply the document URL and unique external ID in the instruction or available automation context.
Does this post the link into a channel?
The remote file action adds a reference for Slack discovery and sharing; it does not specify posting a channel message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Slack. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
ActiveMerge and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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