Turn sales activity into a quick daily read
Ask Notis to summarize a chosen sales period and compare it with a baseline you provide, all in one Slack brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
It takes time to interpret sales activity when the numbers need to be gathered and compared manually.
- Get a concise read on sales for a defined period.
- Compare with a baseline you provide, such as the prior period or a target.
- Keep a recurring pulse on sales in Slack.
Setup
Build it in a few focused steps.
- 1Connect Baselinker and Slack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which sales period to summarize, what baseline to compare, and to post the brief in Slack.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with one real sales period and confirm the comparison uses the intended baseline.
Questions about this workflow
Can Notis compare sales with last week or a target?
Yes, if the needed historical data or target is available to Notis. Name the baseline in your instruction.
Will it calculate a trend without historical data?
No. Provide the baseline or make sure Baselinker data available to Notis includes the comparison period.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Slack. A trigger fires from one place; an action lands in another.
Baselinker 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.
Baselinker and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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