Create a client report with supporting attachments
Bring the report and its supporting material together in one PDF when the team confirms a review is complete.
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
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
Reports and supporting evidence can end up separated, creating extra work for the person preparing a client handoff.
- Keep a generated report and supporting files together.
- Reduce manual packaging before a client handoff.
- Make the reviewed materials easier to share as one document.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docugenerate to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one plain-language instruction asking Notis to generate a client report with available supporting attachments only after the review is confirmed complete.
- 4Select Slack Channel Message Received and choose the channel for run reports.
- 5Test with a real completed review where the template and supporting files are available, then check the PDF.
Questions about this workflow
Does a Slack message alone provide the attachment files?
The action needs available files as inputs. Tell Notis to proceed only when the required supporting files and template are accessible.
Does this append PDFs to the report?
This workflow uses Generate document with attachments to embed supporting files. Use the PDF merge action when extra PDF pages need to be appended.
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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