Find the people who need a revenue update
Search for the right Slack stakeholders as part of preparing a recurring revenue review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find users
Find users in a slack workspace by any criteria - email, name, display name, or other text. includes optimized email lookup for exact email matches.
Why this helps
Revenue updates can miss the people who need to weigh in when stakeholder discovery is a manual step.
- Reduce manual searching for relevant colleagues.
- Use Slack user search as part of recurring review preparation.
- Help teams include appropriate stakeholders in a revenue discussion.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Slack once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the revenue update context and the Slack user criteria to search.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and check the returned users.
Questions about this workflow
Does this send a message to the users it finds?
No. This action searches for Slack users. Use the result to support stakeholder planning.
What does the search support?
Slack user search can use criteria such as email, name, and display name. Provide grounded criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Slack. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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