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Prepare CDR budget details during quarterly planning

Bring current cost and billing information into quarterly removal planning without leaving Slack to search for it.

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 Pricing and Billing Info

Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.

Why this helps

Quarterly planning is cognitively demanding when estimates, fees, and billing rules are spread across tools.

  • Supports a more complete quarterly cost review.
  • Keeps fees and billing thresholds visible before commitments are planned.
  • Makes one research step easier to complete during a busy planning cycle.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Cdr platform to Notis once through the portal.
  • 2Ask Notis in plain language, or create an automation in the portal, to retrieve current pricing and billing details when the Slack conversation requests quarterly CDR budget information.
  • 3Select the Slack Channel Message Received trigger.
  • 4Choose a channel for run reports and test with one real quarterly planning question.

Questions about this workflow

Will it create a budget or purchase?

No. It retrieves CDR pricing and billing information for the team to use in planning.

Can the workflow run on a schedule instead?

This version starts from a Slack channel message asking for the information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Cdr platform. A trigger fires from one place; an action lands in another.

Slack triggers

Cdr platform actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get CDR Price

Tool to retrieve the cost of carbon dioxide removal. use after specifying cdr methods and amounts to estimate pricing.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Health Check

Tool to perform a health check of the cdr platform service. use when you need to verify api and database connectivity and core service status.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get Pricing and Billing Info

Tool to get current pricing, fees, and billing thresholds for carbon removal. use when calculating costs before purchase.

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

Post CDR Purchase

Tool to initiate the purchase of carbon dioxide removal credits. use after confirming cost and methods to finalize the order.

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

Message Reaction Added

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

TriggerInstant

Message Reaction Removed

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

TriggerInstant

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 Cdr platform, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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