Keep upcoming cash commitments visible
Notis can capture explicit payment promises and planned spend shared in Slack in a dedicated Excel log for your next cash review.
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
Add Table Row
Add a row to a table using microsoft graph api.
Why this helps
A payment commitment mentioned in chat may be missed when preparing a cash view later.
- Collect payment commitments where they are discussed.
- Keep a reviewable record for cash planning.
- Reduce the effort of reconstructing upcoming obligations.
Setup
Build it in a few focused steps.
- 1Connect Slack and Excel to Notis once in the portal.
- 2Create an automation with one prompt to record explicit upcoming payments or spending commitments in your Excel cash log.
- 3Choose Channel Message Received as the trigger and set a channel for run reports.
- 4Test with one real message that states a payment commitment.
Questions about this workflow
Will this infer financial details that are missing?
Ask Notis to record only details stated in the message and leave unknowns blank.
Is this a replacement for accounting software?
No. It is a capture workflow for commitments discussed in Slack, not a bookkeeping system.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Excel. A trigger fires from one place; an action lands in another.
Slack triggers
Excel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Chart
Add a chart to a worksheet using microsoft graph api.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add SharePoint Worksheet
Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add Table
Create a table in a workbook using microsoft graph api.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add Table Column
Add a column to a table using microsoft graph api.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add Table Row
Add a row to a table using microsoft graph api.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add Workbook Permission
Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Add Worksheet
Add a new worksheet to an excel workbook using microsoft graph api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Apply Table Filter
Apply a filter to a table column using microsoft graph api.
Connect any two apps with Notis in the middle.
Slack and Excel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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