Find customer context behind a Slack DM
When a customer question lands in a DM, have Notis look for relevant Elasticsearch records to make the next reply easier.
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
Query Index
Tool to query an elasticsearch index with various filters, time ranges, and pagination support. use when you need to search for documents in an index with complex filtering criteria.
Why this helps
Customer context is often split between private requests and searchable records, creating a second round of hunting.
- Start customer replies with relevant existing context.
- Reduce the need to remember where customer records are stored.
- Keep a small request from turning into a long tool-switching detour.
Setup
Build it in a few focused steps.
- 1Connect Slack and Elasticsearch to Notis once through the portal.
- 2Ask Notis to create the automation, or open Automations and start a new one.
- 3Describe in one prompt which customer-context requests should trigger an Elasticsearch search and what to look for.
- 4Pick the direct-message trigger and report channel, then test with a real, appropriate DM.
Questions about this workflow
Does this respond to the DM automatically?
The configured action searches Elasticsearch. Use the prompt to describe how Notis should report the findings.
Will channel messages trigger it too?
No. This workflow uses the Slack direct-message event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Elasticsearch. A trigger fires from one place; an action lands in another.
Slack triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
Tool to get the complete schema/mapping of a specific elasticsearch index. use when you need to understand the structure, field types, and mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Tool to list all available elasticsearch indices. use when you need to get a list of indices in your elasticsearch cluster, optionally filtering by pattern, health status, or other criteria.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Query Index
Tool to query an elasticsearch index with various filters, time ranges, and pagination support. use when you need to search for documents in an index with complex filtering criteria.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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 Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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