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Notis

Apply approved document cleanup in Docnify

When a document is explicitly approved for deletion, keep the cleanup decision connected to the right record.

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

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

Why this helps

Cleanup decisions can linger in Slack while outdated documents remain in a separate account list.

  • Connects an explicit cleanup decision to the relevant document.
  • Prompts Notis to confirm which document should be deleted.
  • Reduces unfinished cleanup follow-through.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Docnify to Notis once through the portal.
  • 2Create an automation in the portal, or describe the desired outcome to Notis conversationally.
  • 3Write one instruction requiring explicit deletion approval and confirmation of the exact Docnify document before acting.
  • 4Select Slack Channel Message Received as the trigger and choose a report channel.
  • 5Test with a document explicitly approved for cleanup and verify the target before deletion.

Questions about this workflow

Should this act on casual suggestions?

No. Specify explicit approval and exact-document verification in the instruction before the deletion action.

Can it delete multiple documents at once?

The workflow should target only documents that are explicitly identified and confirmed in its context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slack triggers

Docnify actions

Recurring trigger

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

TriggerScheduled

Add Document Recipient

Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

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

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

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 document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

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 Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

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 Template

Tool to fetch a specific template by its ID. Use to view a template's details 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

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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