Check templates during onboarding planning
When onboarding comes up in Slack, prompt Notis to list Documint templates and make the documentation starting point easier to find.
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
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Onboarding details are easy to postpone when no one knows which document template to start from.
- Check template options while onboarding needs are being discussed.
- Reduce repeated searching for onboarding documents.
- Make the first documentation step easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Documint to Notis once in the portal.
- 2Create an automation with one plain-language instruction describing onboarding messages that should prompt a template list.
- 3Select the Slack channel message trigger and choose a channel for reports.
- 4Test with one real onboarding discussion.
Questions about this workflow
Does this generate onboarding paperwork?
No. The action lists templates for you to review.
Can the same setup work for another document topic?
Describe the relevant topic in the automation prompt, while keeping the outcome to a template list check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Documint. A trigger fires from one place; an action lands in another.
Slack triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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 Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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 Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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