Keep investor follow-up on the calendar path
When the team decides to book an investor follow-up, Notis can prepare the Calendarhero request from the Slack conversation details.
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
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Why this helps
Important relationship follow-up can be delayed when scheduling is left as an informal note in chat.
- Keep agreed investor follow-up from being lost in chat.
- Retain relevant context for the request.
- Reduce the number of manual reminders a founder carries.
Setup
Build it in a few focused steps.
- 1Connect Slack and Calendarhero to Notis once through the portal.
- 2Create an automation with one plain-language instruction to create investor follow-up requests only when the team explicitly asks to schedule and provides usable details.
- 3Select Slack Channel Message Received and choose the run-report channel.
- 4Test with a real follow-up request that states attendees and a time range.
Questions about this workflow
Does this send an investor an invite automatically?
It creates a Calendarhero meeting request. The request behavior depends on Calendarhero and the details provided.
What if the Slack message only says to follow up?
Have Notis ask for meeting details instead of creating a request based on an ambiguous note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Calendarhero. A trigger fires from one place; an action lands in another.
Slack triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Fetch Contact
Fetch contact
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Slack and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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