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Create a project kickoff pack from Slack

Give a new project a clear starting point by turning its opening Slack context into a kickoff brief.

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 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

New projects often start with useful context scattered across an opening channel and no durable summary.

  • Gives collaborators a shared project starting point.
  • Captures the initial goal and constraints.
  • Reduces repeated onboarding explanations.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Carbone to Notis once through the portal.
  • 2Create an automation or ask Notis to prepare a kickoff brief when a new project channel receives its opening context.
  • 3Describe the kickoff document in one plain-language instruction, including the goal and early next steps to capture.
  • 4Select Channel Message Received and choose the run-report channel; use the prompt to limit it to project kickoff posts.
  • 5Test with a kickoff message in a suitable project channel.

Questions about this workflow

Can a channel-created event provide the kickoff message?

A new channel event only signals channel creation. Use Channel Message Received for the opening context that the document needs.

Can the brief be generated from later discussion too?

Describe in the prompt which opening message or channel context should inform the brief.

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.

TriggerScheduled

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

ActionInstant

Webhook trigger

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

TriggerInstant

Download Template

Tool to download a template from carbone by template id. use when you need to retrieve the original template file.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

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 Template ID

Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.

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 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.

ActionInstant

Message Reaction Added

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

TriggerInstant

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.

ActionInstant

Message Reaction Removed

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

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

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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