Handle project folder requests from Slack DMs
A direct request does not need to become another reminder on your list. Notis can create the Docupilot folder and confirm the outcome in your run-report channel.
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
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
A setup request sent privately can be easy to forget once the conversation moves on.
- Catches explicit folder requests made in direct messages.
- Reduces the need to copy a request into a separate task list.
- Returns a run report so you can see whether setup completed.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docupilot to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create it using a plain-language request.
- 3Tell Notis to create a Docupilot folder when a direct message explicitly requests one, using the name and context in the message.
- 4Select Slack Direct Message Received and choose a channel for run reports.
- 5Test with one real DM folder request and confirm the folder exists.
Questions about this workflow
Does this monitor all direct messages?
The Slack trigger catches direct messages. The instruction should limit folder creation to messages that clearly request it.
Where will I see the result?
Choose a channel for run reports when creating the automation.
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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