Create a client meeting recap from Slack
Keep client context in one place with a recap generated from the notes you send to Notis in Slack.
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
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Client notes and next steps can get buried in private messages, making follow-up harder to trust.
- Makes client commitments easier to revisit.
- Creates a consistent recap from informal notes.
- Helps prevent follow-ups from slipping after a call.
Setup
Build it in a few focused steps.
- 1Connect Slack and Carbone to Notis once through the portal.
- 2Create the automation in the portal or tell Notis to make a recap when you send client notes in a DM.
- 3Write one plain-language instruction asking for a concise recap with decisions and follow-ups from the message context.
- 4Select Direct Message Received and choose where run reports should appear.
- 5Test by sending a real or sample client recap note in a Slack DM.
Questions about this workflow
Does the DM trigger catch messages across DM channels?
Yes. Direct Message Received catches new direct messages across all DM channels.
Can the document include action items?
Yes. Ask Notis to include follow-ups and owners when that information is present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Carbone. A trigger fires from one place; an action lands in another.
Slack triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
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 Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
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 Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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