Generate an approved proposal from Slack
Mark a proposal discussion as approved with a reaction, then let Notis prepare the document for the next step.
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 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.
Why this helps
After a proposal is approved in chat, someone still has to assemble the final details into a document.
- Turn a clear approval signal into a document-generation task.
- Keep the proposal context connected to the approval discussion.
- Reduce the handoff from agreement to document preparation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docugenerate to Notis once in the portal.
- 2Create an automation by asking Notis or through Automations in the portal.
- 3In one plain-language prompt, tell Notis which approval reaction means a proposal is ready and to generate a review copy from its conversation context.
- 4Select Message Reaction Added and choose the relevant channel or emoji filter if available; choose a run-report channel.
- 5Test by adding the approval reaction to a real proposal message and review the output.
Questions about this workflow
Can I use a specific reaction as approval?
Yes. State the intended emoji in the prompt and use the trigger's optional emoji filter when setting it up.
Will the document be sent to the client?
This workflow generates a document. Ask Notis to create a review copy; delivery is not part of the specified Docugenerate action.
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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