Move contract intake from DMs to Affinda
Turn a private document handoff into a trackable processing step.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
A contract sent in a DM can get lost between the conversation, a downloads folder, and the parsing workspace.
- Reduce manual handling of privately shared documents.
- Keep contract intake moving from the original handoff.
- Avoid relying on memory to upload the file later.
Setup
Build it in a few focused steps.
- 1Connect Slack and Affinda to Notis once through the portal.
- 2Create the automation in the portal, or ask Notis in plain language to handle contract intake from DMs.
- 3Give Notis one instruction to create qualifying contract documents or accessible links in Affinda for parsing.
- 4Select the Slack direct message trigger and choose a channel for run reports.
- 5Test with one real contract document shared in a DM.
Questions about this workflow
Does the DM trigger include group conversations?
The supplied event catches DMs across all DM channels.
Can Notis access every file shared in a DM?
The document must be accessible to Notis and Affinda for the Create Document action to process it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Affinda. A trigger fires from one place; an action lands in another.
Slack triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Slack and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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