Check the Docupilot connection without leaving Slack
When your team needs to confirm the connected account, ask in a channel and let Notis retrieve the authenticated Docupilot user details.
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
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
Uncertainty about which account is connected can interrupt setup and slow down routine troubleshooting.
- Makes the connected account easier to confirm in context.
- Reduces app switching during setup questions.
- Provides a clear report of the authenticated Docupilot identity.
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 create it conversationally.
- 3Tell Notis to retrieve the authenticated Docupilot user details only when a channel message clearly asks which account is connected.
- 4Select Slack Channel Message Received and choose a channel for run reports.
- 5Test with one real channel question about the connected account.
Questions about this workflow
Does this change authentication settings?
No. It retrieves account details for the authenticated connection.
Will any channel message trigger an account check?
The instruction should limit the action to clear requests asking which Docupilot account is connected.
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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