Automatic Client Slack Channels
New client emails. A private Slack channel is created so your team has a safe space to collaborate.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create channel
Initiates a public or private channel-based conversation
Why this helps
You're emailing clients directly and discussing them in random Slack channels. There's no centralized space for client context and collaboration.
- Dedicated channels keep client context organized and separate
- Team can discuss client needs privately without clients seeing internal conversations
- Client history is preserved in one place for future reference
- Easier to onboard new team members to client relationships
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Slack to Notis.
- 2Tell Notis: 'When I receive an email from a new client, create a private Slack channel named after them.'
- 3Set the trigger to New Email Received.
- 4Define new client detection (first email from a domain, specific keywords, etc.).
- 5Test by emailing yourself from a new client email and verifying the channel is created.
Questions about this workflow
How does Notis avoid creating duplicate channels?
You can tell Notis to check if a client channel already exists before creating a new one.
Should channels be private or public?
Private is better for sensitive client information. You can make them public if you prefer.
Can I invite the client into the channel?
You can create the channel as private initially for team discussion, then invite the client later if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Slack. A trigger fires from one place; an action lands in another.
Agent mail triggers
Slack actions
New Email Received
Trigger for new emails in an AgentMail inbox
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Not just Agent mail and Slack. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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