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Make shared budget data easier to move

Convert a Slack-shared Excel budget into a portable CSV while keeping the task moving.

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

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.

Why this helps

A budget workbook may arrive mid-conversation, requiring a detour just to prepare its data for another tool.

  • Prepare budget data for systems that accept CSV.
  • Avoid a manual download and conversion detour.
  • Keep a lightweight copy ready for review.

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 ask Notis conversationally to convert shared budget workbooks.
  • 3Write one plain-language instruction naming the Slack channel and the Excel budget files to convert to CSV.
  • 4Select the channel message trigger, choose a run-report channel, and test with a real workbook.

Questions about this workflow

Can I limit conversion to a particular channel?

State the channel and the kind of budget workbook in your automation instruction, then verify the behavior with a real example.

What file type is produced?

The Conversion tools action converts an Excel workbook to CSV.

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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