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Move campaign audience planning forward from Slack

When campaign planning reaches the audience question, a Slack request can prompt Notis to bring back the current Customer.io segments for review.

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

Get Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

Why this helps

Open-ended audience choices create extra research and delay the next concrete planning step.

  • Turn an open-ended question into a concrete list to review.
  • Keep the audience decision in the channel where the campaign is planned.
  • Reduce a research detour before the next step.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Customer.io to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally to fetch Customer.io segments when a campaign-planning message asks for audience options.
  • 3Choose Slack Channel Message Received as the trigger, select a channel for run reports, and test with one real planning question.

Questions about this workflow

Does this recommend a segment automatically?

It retrieves the segment list. Your team can review the options and decide which one fits.

Can this send to a segment?

No. This workflow looks up segments and does not send a campaign.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Customerio actions

Recurring trigger

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

TriggerScheduled

Suppress Customer Profile

Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get Messages

Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.

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 Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

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 Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

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 Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

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 Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Get Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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