Create a charter when a Slack channel is created
Give a new channel a clear purpose and working agreement from the start with a charter draft for its members to review.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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
New channels can become noisy or unclear when their purpose and expectations are never written down.
- Give collaborators a shared statement of channel purpose.
- Make expectations easier to communicate early.
- Reduce confusion about where discussions belong.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docugenerate to Notis once in the portal.
- 2Create a new automation through the portal or by asking Notis conversationally.
- 3Give Notis one plain-language instruction to draft a channel charter when a new channel is created, using only available channel context and marking missing details for review.
- 4Select New Channel Created and choose a channel for run reports.
- 5Test with a new channel and review the charter draft for accuracy.
Questions about this workflow
Will the trigger provide the channel purpose?
Notis should use available context and flag missing information. The team can review and complete the charter draft.
Does this rename or configure the channel?
No. The action generates a document; it does not change Slack channel settings.
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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