Keep client requests visible
Notis can save a client request from a Slack DM to Coda with the original context, helping you return to it when you are ready.
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
Create a page
Create a new page in a doc. note that creating a page requires you to be a doc maker in the applicable workspace.
Why this helps
A request in a private Slack exchange can be hard to distinguish from other messages when it is time to plan the work.
- Keep incoming requests in a visible place for review.
- Preserve what the client asked and the conversation context.
- Reduce the chance of a request getting buried in a DM.
Setup
Build it in a few focused steps.
- 1Connect Slack and Coda to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to save client requests from Slack DMs in Coda.
- 3Describe in one plain-language prompt how to recognize a client request and what context to retain on a Coda page.
- 4Select Direct Message Received and choose a run-report channel.
- 5Test with one real client request and check the saved content.
Questions about this workflow
Will this approve or promise delivery of the request?
No. It records the request for your review and does not make commitments on your behalf.
Can the page include the client's words?
Ask Notis to preserve the request wording and add a brief context note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Coda. A trigger fires from one place; an action lands in another.
Slack triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add custom domain
Add a custom domain to a published doc.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add permission
Adds a new permission to the doc.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Begin content export
Initiate an export of content for the given page.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Content export status
Check the status of a page content export
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
Slack and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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