Plan member onboarding with a current field list
Build an onboarding checklist from the fields your directory actually supports. Notis can fetch the user field reference when your team raises the process in Slack.
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
Get User Fields
This tool fetches all available fields from the users data table in your brilliant directories website. it provides a detailed list of available fields for user operations including creation, updating, and retrieval.
Why this helps
Onboarding checklists become stale when they are based on remembered or outdated account requirements.
- Base the checklist on current directory fields.
- Include required-field information in the planning summary.
- Keep the workflow planning in Slack instead of interrupting it with a settings search.
Setup
Build it in a few focused steps.
- 1Connect Slack and Brilliant Directories to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to provide user field references for onboarding discussions.
- 3Describe in one plain-language prompt when to fetch the fields and how to present them as a planning checklist.
- 4Pick the Slack channel message trigger and a channel for run reports.
- 5Test with a real Slack message about refreshing the member onboarding checklist.
Questions about this workflow
Does this automatically onboard members?
No. It retrieves user field details to support checklist planning.
Can the checklist emphasize required information?
Yes. Ask Notis in the prompt to call out fields marked required in the returned metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Brilliant directories. A trigger fires from one place; an action lands in another.
Slack triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
This tool creates a new user record in the brilliant directories website database. it supports creating new users with essential details such as email, password, subscriptionid and optional parameters including name, company, contact details, and address information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
This tool deletes an existing user record from the brilliant directories website database. it allows for the complete removal of a user record and, optionally, the deletion of the member's uploaded images.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Data Categories
This tool fetches all data categories in a brilliant directories website. data categories are distinct from top categories and represent the various types of data organization within the system.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Lead Fields
This tool retrieves all available fields in the leads table from a brilliant directories website. it returns a json object containing a list of fields and their associated metadata (field name, field type, field label, whether the field is required, and if it is a system field) that can be used to understand the structure and metadata of lead-related fields.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Reviews Fields
This tool retrieves all the available fields in the users reviews table from a brilliant directories website. it is a standalone tool that requires only authentication and provides a comprehensive list of review information such as review text, rating, timestamp, user identification fields, and any custom configured fields in the reviews system.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get User Fields
This tool fetches all available fields from the users data table in your brilliant directories website. it provides a detailed list of available fields for user operations including creation, updating, and retrieval.
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 Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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