Bring recent Slack context into your Agile CRM account check-in
Before a regular account review, gather recent Slack conversation history so you can prepare with less searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch conversation history
Fetches a chronological list of messages and events from a specified slack conversation, accessible by the authenticated user/bot, with options for pagination and time range filtering.
Why this helps
Preparing for account check-ins often means hunting through Slack to reconstruct what the team last discussed.
- Cuts time spent searching recent conversations
- Surfaces accessible Slack context before a check-in
- Makes preparation more consistent
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Slack to Notis once.
- 2Create an automation in Notis and name it for account check-in preparation.
- 3Tell Notis to fetch recent Slack history from the relevant accessible conversation and summarize useful context for the account check-in.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account review and verify the conversation and time range are appropriate.
Questions about this workflow
Can this read every Slack channel?
The fetch action only returns conversation history accessible to the authenticated Slack connection. Specify a relevant conversation and time range in the automation.
Does it update the Agile CRM account?
No. The selected action fetches Slack conversation history. Use the run report or connected workflow context to review the resulting summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Slack. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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