Start a Slack project channel with a document review
Make an early scan of existing signing work part of opening a new project space.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Starting a new channel can split project context across tools before anyone checks for related paperwork already in progress.
- Surfaces existing Docnify work at the start of a project conversation.
- Helps reduce duplicate document preparation.
- Gives the team a useful prompt while project context is fresh.
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 ask Notis for it in plain language.
- 3Describe in one instruction how Notis should list Docnify documents and report relevant matches when a project channel is created.
- 4Select New Channel Created as the trigger and choose a channel for run reports.
- 5Test by creating a real project channel and review the returned document list.
Questions about this workflow
Can the workflow create a project-specific document?
This workflow lists existing documents. Its prompt can ask Notis to report likely matches for the new project.
Does creating a channel identify the project automatically?
The instruction should tell Notis how to use available channel context and ask for clarification if it is ambiguous.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Documents
Tool to list documents in the Docnify account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.