Make client document requests easier to handle
When a direct message contains a clear request for a client document, Notis can locate it and prepare a link under your sharing rules.
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 Shared Link
Tool to create a shared link for a file or folder with accessibility and expiration settings. Use when you need to share content with specific users, set password protection, configure expiration dates, or enable upload capabilities for recipients.
Why this helps
Client requests in DMs are easy to lose among conversations and follow-up tasks.
- Reduce forgotten document follow-up from DMs.
- Use a consistent link policy for client materials.
- Keep link outcomes available in the run-report channel.
Setup
Build it in a few focused steps.
- 1Connect Slack and Egnyte to Notis once in the portal.
- 2Create an automation in Automations or describe the desired outcome to Notis.
- 3Give one plain-language instruction for recognizing authorized client requests, locating files, and applying link restrictions.
- 4Select the Slack direct message trigger and choose where run reports appear.
- 5Test with a real, authorized request and review the link before relying on the workflow.
Questions about this workflow
Can Notis infer client authorization?
Use an explicit instruction describing which requests qualify and how uncertain cases should be handled.
Are DMs included by this trigger?
Yes. The direct message trigger catches DMs across Slack DM channels.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Egnyte. A trigger fires from one place; an action lands in another.
Slack triggers
Egnyte actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Permissions Audit Report
Tool to generate a permissions audit report for specified date range and filters. Use when you need to create an audit report for permissions changes and retrieve a report ID for async retrieval.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create user audit report
Tool to create a user audit report in Egnyte. Use when you need to generate an audit report of user-related actions within a specific date range. The report is generated asynchronously - use the returned job ID to poll for completion.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Bookmark
Tool to create a bookmark on a folder using either path or folder_id. Use when you need to add a folder to user bookmarks for quick access.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Comment
Tool to create a new comment/note on a file in Egnyte. Use when you need to add comments, notes, or feedback to a specific file.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create File Audit Report
Tool to generate a file activity audit report for specified date range and filters. Use when you need to track file operations like downloads, uploads, moves, deletes within a date range. Returns a job ID for async retrieval - poll the job status to check when report is ready.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Group
Tool to create a new group with display name and members. Use when you need to add a new group to the Egnyte domain. SCIM-compliant.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Shared Link
Tool to create a shared link for a file or folder with accessibility and expiration settings. Use when you need to share content with specific users, set password protection, configure expiration dates, or enable upload capabilities for recipients.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Login Audit Report
Tool to generate a login audit report for specified date range and filters. Use when you need to create an audit report for login activity and retrieve a report ID for async retrieval.
Connect any two apps with Notis in the middle.
Slack and Egnyte, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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