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Add Slack team context to proposal reviews

Make recurring proposal reviews easier to interpret across teams and workspaces.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Fetch team info

Fetches comprehensive metadata about the current slack team, or a specified team if the provided id is accessible.

Why this helps

Pipeline reviews become confusing when workspace context and ownership are unclear.

  • Clearer review context
  • Fewer workspace mix-ups
  • More useful reports

Setup

Build it in a few focused steps.

  • 1Connect Better Proposals and Slack once in Notis.
  • 2Create an automation named Proposal team context.
  • 3Tell Notis to review the proposal data and fetch relevant Slack team information for context.
  • 4Choose a Notis cron schedule for the review.
  • 5Choose the report channel and test with one review run.

Questions about this workflow

Does team information change proposals?

No. It only adds workspace context to the report.

Who can access team information?

The connected Slack account must have permission to retrieve it.

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.

TriggerScheduled

Set snooze duration

Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Add an emoji alias

Adds an alias for an existing custom emoji in a slack enterprise grid organization.

ActionInstant

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.

ActionInstant

Add a star to an item

Stars a channel, file, file comment, or a specific message in slack.

ActionInstant

Add call participants

Registers new participants added to a slack call.

ActionInstant

Add emoji

Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.

ActionInstant

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.

ActionInstant

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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