Audit proposal status in Slack
Spot stale or inconsistent deal updates before they cause confusion.
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
Proposal status and team discussion can drift apart over time.
- Cleaner pipeline visibility
- Earlier stale-deal detection
- Evidence for reviews
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Slack once in Notis.
- 2Create an automation named Proposal status audit.
- 3Tell Notis to identify stale or conflicting statuses and fetch the relevant Slack conversation history.
- 4Choose a Notis cron schedule for your review cadence.
- 5Choose the report channel and test with a known proposal.
Questions about this workflow
Does this change proposal statuses?
No. It retrieves information and reports discrepancies for your team to resolve.
What history can it review?
Only Slack conversations accessible to the connected account and identifiable from the proposal context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Slack. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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