Start client onboarding with a checklist PDF
Turn the kickoff details already shared in Slack into a document your team can follow.
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
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Onboarding steps are repeated from memory, and small handoff details are missed.
- Start from context your team has already written.
- Make routine onboarding steps easier to reuse.
- Reduce the mental load of remembering each handoff.
Setup
Build it in a few focused steps.
- 1Connect Slack and Craftmypdf to Notis once in the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Ask Notis in one instruction to generate a client onboarding checklist PDF only for clear kickoff or onboarding messages.
- 4Select the Slack channel message trigger and a channel for run reports.
- 5Test with one real kickoff post and confirm the checklist reflects only supported details.
Questions about this workflow
Does this create a customized checklist for every client?
Notis can use relevant message context, but the instruction should avoid inventing missing client details.
Does it assign checklist tasks?
No. This action generates a PDF; it does not create or assign tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Craftmypdf. A trigger fires from one place; an action lands in another.
Slack triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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