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Make privately shared sales data easier to scan

Turn a DM-shared sales workbook into a table you can review in a browser-based workflow.

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

Convert Excel to HTML

Tool to convert an excel file to html. use when you need an html table representation of a .xlsx file via upload or url.

Why this helps

A one-to-one handoff may contain useful numbers, but the data still needs reformatting before others can scan it.

  • Make sales figures easier to scan in a browser.
  • Reduce manual formatting for a private handoff.
  • Prepare data for a simple web-based update.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Conversion tools to Notis once in the portal.
  • 2Create an automation in the portal, or tell Notis to turn DM-shared sales workbooks into HTML tables.
  • 3Write one plain-language instruction describing the Excel sales sheets to convert and the desired HTML table.
  • 4Pick the direct message trigger, choose a channel for run reports, and test with one real sales workbook.

Questions about this workflow

Will it process every Excel file in DMs?

Use your instruction to identify the sales workbooks you want handled and test the rule with a representative file.

What is returned?

The action converts an Excel workbook to an HTML table representation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Conversion tools actions

Recurring trigger

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

TriggerScheduled

Convert JPG to JSON with AI

Tool to convert jpg to structured json using ai. use after uploading the image or specifying its url.

ActionInstant

Webhook trigger

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

TriggerInstant

Convert Excel to CSV

Tool to convert excel files to csv. use when you have an excel file (local upload or url) and need a csv output. use after uploading or providing file url.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Convert Excel to HTML

Tool to convert an excel file to html. use when you need an html table representation of a .xlsx file via upload or url.

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

Convert Markdown to HTML

Tool to convert markdown to html. use after uploading the markdown file or specifying its url to generate html content.

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

Convert OXPS to PDF

Tool to convert an oxps file to pdf. use when you have an oxps file either uploaded (file id) or via url and need a pdf output. provide only one of `file id` or `url`.

ActionInstant

Message Reaction Added

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

TriggerInstant

Convert Website to PDF

Tool to convert a website url to pdf. use when you need a pdf snapshot of a web page; returns a task id to poll for completion.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Convert Website to PNG

Tool to convert a website url to a png image. use when you need a snapshot of an entire web page or specific viewport.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Convert Word to Text

Tool to convert word documents to plain text. use when you have a .doc or .docx file (binary or url) and need its plain text representation.

ActionInstant

Connect any two apps with Notis in the middle.

Slack and Conversion tools, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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