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Notis

Handle prospect trust requests without leaving Slack behind

Route an access request to Conveyor so prospects can review the right trust materials sooner.

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 new authorization

Tool to create a new authorization. Use when you need to grant access by email or from a prior authorization request.

Why this helps

A founder can lose track of a prospect's request for security documentation while juggling sales and product conversations.

  • Cuts out a separate manual entry step for access requests.
  • Keeps a prospect's request connected to the next action.
  • Supports a clear approval condition in the plain-language instruction.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Conveyor to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis conversationally to handle prospect trust requests.
  • 3Give Notis one instruction to create a Conveyor authorization for a DM request only when the prospect email and permission to share are clear.
  • 4Choose Direct Message Received as the trigger and select a channel for run reports.
  • 5Test using a real, authorized request and confirm the recipient and access scope.

Questions about this workflow

Can this grant access automatically?

The prompt can describe when to create the authorization. Include a clear condition for recipient identity and permission, and review the test run.

Does it work with channel messages too?

This workflow uses Slack's Direct Message Received event. Use a separate channel-message workflow if requests arrive in channels.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Conveyor actions

Recurring trigger

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

TriggerScheduled

Delete a Conveyor document

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Generate/Validate API Token Guidance

Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.

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

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

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

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

Message Reaction Added

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

TriggerInstant

Get all authorization requests

Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.

ActionInstant

Message Reaction Removed

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

TriggerInstant

Get all Conveyor connections

Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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