Start a document review with an inventory check
When your team kicks off a document review in Slack, prompt Notis to list Documint documents and give the review a clear first action.
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 Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Recurring reviews are easy to delay when collecting the initial list feels like another separate task.
- Begin a review with an inventory check triggered by the kickoff message.
- Reduce the friction of assembling a starting list.
- Make recurring document work easier to resume.
Setup
Build it in a few focused steps.
- 1Connect Slack and Documint to Notis once in the portal.
- 2Create an automation with a plain-language instruction describing the review kickoff message that should prompt a document list.
- 3Select the Slack channel message trigger and choose where run reports appear.
- 4Test with one real review kickoff message.
Questions about this workflow
Does this schedule the quarterly review?
No. This workflow is triggered by a Slack message; a recurring schedule would use a Notis cron trigger.
Does the list include every document?
The supplied action is described as listing all documents in the authenticated Documint account.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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