Create a project kickoff packet from Slack
Start a project with shared context in one place, drawn from the kickoff conversation your team already had.
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
Project expectations are easy to lose when kickoff details remain scattered across chat messages.
- Preserve the project goal and working agreements.
- Give collaborators a shared reference after kickoff.
- Reduce time spent reconstructing the plan later.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docugenerate to Notis once using the portal.
- 2Create the automation in the portal or ask Notis to set it up conversationally.
- 3Provide one plain-language instruction for Notis to generate a kickoff packet when a channel discussion establishes a new project.
- 4Pick Slack Channel Message Received as the trigger and select a run-report channel.
- 5Test with a real kickoff conversation and check that the packet reflects the team's agreements.
Questions about this workflow
Does the automation know when a project is new?
Describe the signs of a new project in the prompt and ask Notis to generate a packet only when the conversation establishes one.
Can it include working agreements?
Ask Notis to capture the agreements discussed in the relevant Slack conversation.
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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