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Keep research insights beyond the DM

Save a useful customer or market observation while it is still fresh, then return to it during planning.

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 Doc

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Why this helps

A thoughtful observation in a private message can be forgotten when it never reaches a place for research notes.

  • Preserve potentially useful observations for future decisions.
  • Make informal research easier to gather in one place.
  • Reduce the chance of losing an insight in private chat.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Dart to Notis once in the portal.
  • 2Create the automation via Automations or ask Notis in a connected channel.
  • 3In one instruction, ask Notis to create Dart docs for durable customer or market insights shared in Slack DMs.
  • 4Choose the DM trigger and a report channel, then test with one real insight.

Questions about this workflow

Will every opinion become a research doc?

Specify what makes an observation useful enough to keep, such as a concrete customer need or recurring market signal.

Can the doc include why the insight matters?

Ask Notis to retain relevant context from the DM so the observation is understandable later.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Dart actions

Recurring trigger

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

TriggerScheduled

Add Task Comment

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Task Time Tracking

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Doc

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

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

Create Task

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

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

Delete Doc

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

ActionInstant

Message Reaction Added

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

TriggerInstant

Delete Task

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

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 User Space Configuration

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

ActionInstant

Reaction Added Trigger

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

TriggerInstant

Get Doc

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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