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Review revenue query logic before analysis

When a revenue question lands in Slack, ask Aryn to prepare the query logic for a quick review.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Generate plan

Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").

Why this helps

Revenue questions can trigger a distracting round of clarification and rework when the analysis logic is unclear.

  • Capture the question while it is fresh.
  • Review the analysis plan before execution.
  • Keep the request and its context in one Slack thread.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Aryn to Notis once through the portal.
  • 2Create an automation in the portal and give it a name.
  • 3Write one plain-language prompt asking Aryn to generate a plan for revenue questions posted in the chosen channel, then report the plan in the thread.
  • 4Select Slack Channel Message Received as the trigger and choose where Notis should report runs.
  • 5Test with one real revenue question and review the resulting plan.

Questions about this workflow

Does this workflow run the revenue query?

No. It asks Aryn to generate a plan so the logic can be reviewed before a query is executed.

What should the Slack message include?

Include the revenue question and any relevant scope, such as the period or segment, so Aryn has useful context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Aryn. A trigger fires from one place; an action lands in another.

Slack triggers

Aryn actions

Recurring trigger

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

TriggerScheduled

Create DocSet

Tool to create a new docset. use when you need to allocate a storage container before adding documents.

ActionInstant

Webhook trigger

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

TriggerInstant

Create DocSet

Tool to create a new docset. use when you need to allocate a storage container before adding documents.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete DocSet

Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Generate plan

Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get DocSet Metadata

Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Document by ID

Tool to retrieve a document by id. use after both docset and document ids are available.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Get Document Binary

Tool to retrieve the binary content of a document by docset id and document id.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

List Async Tasks

Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Aryn, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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