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Notis

Confirm account context from a direct question

A private account question can prompt a quick Cloudpress account lookup, keeping the answer focused and grounded.

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

Get Account Information

Tool to retrieve authenticated account information. use after authentication to get current account details.

Why this helps

Founders can lose focus chasing down account details that should be quick to confirm.

  • Resolve account context without a dashboard detour.
  • Give the requester a concise account reference.
  • Avoid repeated uncertainty about which account is connected.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Cloudpress to Notis once in the portal.
  • 2Create the automation in the portal or by asking Notis in plain language.
  • 3Use one instruction asking Notis to retrieve Cloudpress account details when a DM asks which account is active.
  • 4Select the Slack direct message trigger and choose where run reports should go.
  • 5Test with a real DM asking for the connected account.

Questions about this workflow

Does this make changes to the account?

No. It retrieves information about the authenticated account.

Can the response be kept concise?

Ask Notis in the prompt to summarize only useful account-identifying details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Cloudpress actions

Recurring trigger

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

TriggerScheduled

Get Account Information

Tool to retrieve authenticated account information. use after authentication to get current account details.

ActionInstant

Webhook trigger

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

TriggerInstant

List Connections

Tool to list all connections with pagination. use when you need to retrieve cloudpress connections page by page with optional filters like kind, type, or sourcereference.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

List Document Exports

Tool to retrieve a paginated list of document exports. use after initiating export jobs to fetch export history.

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 Webhooks

Tool to retrieve a paginated list of webhooks. use when you need an overview of all configured webhooks.

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 Cloudpress, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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