Turn Slack vendor discussions into a comparison brief
Gather the team's stated criteria and tradeoffs into one review document when a vendor discussion reaches a useful checkpoint.
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
Vendor comparisons are difficult to revisit when criteria and pros and cons live in separate messages.
- Keep the team's criteria and tradeoffs together.
- Make the shortlist easier to review later.
- Reduce repeated research across conversations.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docugenerate to Notis once through the portal.
- 2Create the automation in the portal or by asking Notis conversationally.
- 3Use one plain-language instruction asking Notis to create a comparison brief when a channel has enough vendor discussion to show criteria and tradeoffs.
- 4Pick Slack Channel Message Received and choose a run-report channel.
- 5Test with a real vendor comparison discussion and review the brief for unsupported claims.
Questions about this workflow
Can it recommend a vendor?
You can ask Notis to organize stated evidence and tradeoffs. Any recommendation should be based on criteria the team explicitly provided and reviewed.
What happens if the comparison is unfinished?
Ask Notis to label gaps and open questions in the brief rather than presenting incomplete research as settled.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.