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Notis

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.

TriggerScheduled

Complete Conversation

Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Skillset

Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.

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

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.

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

List conversation messages

Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.

ActionInstant

Message Reaction Added

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

TriggerInstant

List Conversations

Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.

ActionInstant

Message Reaction Removed

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

TriggerInstant

List Datasets

Tool to list datasets. use when you need to browse or paginate through available datasets.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

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.

ActionInstant

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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