Give new Slack project channels a document starting point
A newly created channel can prompt an early look at the documents already available in Boloforms.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
At kickoff, teams often spend time figuring out what paperwork already exists before anyone can move forward.
- Surface existing documents at the start of a project.
- Reduce repeated searches during team onboarding.
- Create a simple starting point for a document owner.
Setup
Build it in a few focused steps.
- 1Connect Slack and Boloforms to Notis once in the portal.
- 2Create an automation with a prompt to retrieve the Boloforms document list when a new project channel is created.
- 3Choose the Slack new channel created trigger and a channel for run reports.
- 4Test by creating a project channel and reviewing the returned list.
Questions about this workflow
Does this create or attach project documents?
No. The available action retrieves the account's document list.
Can I use it for every new channel?
The trigger fires for a new Slack channel; write the prompt to focus on the project channels relevant to your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Boloforms. A trigger fires from one place; an action lands in another.
Slack triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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