Keep expansion opportunities visible in Slack
Give account and revenue teams a recurring view of the ChartMogul expansion opportunities they may want to pursue.
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
Expansion signals are easy to overlook when opportunity data is reviewed only during ad hoc dashboard sessions.
- Collect expansion opportunities in one regular update.
- Help the team prioritize account conversations.
- Keep the digest grounded in opportunity data available in ChartMogul.
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Slack once in Notis.
- 2Create an automation and describe which expansion opportunities to summarize.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Slack run reports should appear.
- 5Test with one real example and confirm the opportunities are relevant.
Questions about this workflow
Does ChartMogul include every expansion signal?
The digest can only use data available in ChartMogul. Specify the opportunity signals you want and identify any missing context for the team.
Can I prioritize the opportunities?
Yes. Describe the prioritization criteria in your instruction, using data that ChartMogul provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Slack. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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