Confirm your Docupilot account with a quick DM
A private question is enough to verify the connected Docupilot identity. Notis can retrieve the authenticated user details and report the result.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
Account setup details are easy to lose track of, and checking them can pull you away from your current work.
- Makes account identity checks quick and conversational.
- Keeps a setup lookup out of busy team channels.
- Reduces uncertainty about the active Docupilot connection.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docupilot to Notis once.
- 2Create an automation in the portal or ask Notis to set one up.
- 3In one instruction, ask Notis to retrieve the authenticated Docupilot user details when a DM asks which account is connected.
- 4Select Slack Direct Message Received and choose a channel for run reports.
- 5Test with a real DM asking for the connected account identity.
Questions about this workflow
Can I use this during initial setup?
Yes. It can confirm the account associated with the connected Docupilot integration.
Does it list folders too?
No. This workflow retrieves authenticated user details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docupilot. A trigger fires from one place; an action lands in another.
Slack triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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