Batch generate customer documents from Slack approvals
A deliberate ready signal can kick off a batch document run, making repeated customer paperwork easier to prepare.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Why this helps
Preparing many similar customer documents one by one creates repetitive work and leaves room for missed items.
- Generate a set of similar documents together.
- Package the batch in one ZIP for convenient review.
- Reduce repetitive one-at-a-time document preparation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docugenerate to Notis once through the portal.
- 2Create an automation through Automations or by asking Notis conversationally.
- 3In one plain-language instruction, specify the approval reaction and ask Notis to generate a ZIP only when the complete batch and required inputs are available.
- 4Select Message Reaction Added, optionally filter by channel or emoji, and choose a channel for run reports.
- 5Test with a small real batch and verify the ZIP contents before using it for larger sets.
Questions about this workflow
Can the workflow generate a document when only one item is ready?
Describe in the prompt whether to wait for a complete batch or generate when an approved item is ready.
What if one record is missing information?
Ask Notis to flag incomplete entries and avoid including unsupported details in generated documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docugenerate. A trigger fires from one place; an action lands in another.
Slack triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated 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.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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 Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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