Make a meeting brief from Slack planning
When your team finishes planning a meeting in Slack, Notis can gather the useful context into a ready-to-review brief.
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 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
Meeting details and preparation notes are scattered across messages, making it harder to arrive prepared.
- Bring purpose and preparation context together before the meeting.
- Reduce last-minute channel searches.
- Give attendees one concise document to work from.
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 tell Notis what you want in a conversation.
- 3Give Notis one plain-language instruction to create a meeting brief when a channel conversation confirms a meeting and its context.
- 4Choose the Slack Channel Message Received trigger and a channel for run reports.
- 5Test with a real meeting-planning conversation and check the brief.
Questions about this workflow
Will it create a brief for every planning message?
The trigger sees channel messages. In the prompt, ask Notis to generate a brief only when a meeting is confirmed and useful preparation context is available.
Can it include decisions about the agenda?
Yes. Ask Notis to use the relevant conversation context and include the agreed agenda or preparation notes.
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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