Get an account overview during planning
Bring the Chatbotkit partner list into the conversation when planning raises a question about which accounts are connected.
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
List Partners
Tool to retrieve a list of all partner accounts associated with the main account. use when you need to view or manage all sub-accounts under your partner umbrella.
Why this helps
Account context can be hard to retrieve quickly when it is needed for a planning decision.
- Make account context available during an active planning conversation.
- Reduce manual back-and-forth to find account coverage.
- Help teams discuss partner scope from a shared overview.
Setup
Build it in a few focused steps.
- 1Connect Slack and Chatbotkit to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Write one instruction describing which account-planning messages should prompt a partner-account listing and how to summarize it.
- 4Choose the Slack channel-message trigger and a channel for run reports.
- 5Test with one appropriate planning message and review the returned account overview.
Questions about this workflow
Is this useful for every Slack message?
No. Describe the account-planning context that should prompt the lookup.
Does the action edit partner accounts?
No. It lists partner accounts for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Chatbotkit. A trigger fires from one place; an action lands in another.
Slack triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Slack and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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