Keep client commitments easy to honor
Have Notis record clear promises and next steps from Slack conversations in Excel, making client follow-through easier to 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 specific promise to a client can be lost among internal coordination and day-to-day updates.
- Keep client-facing commitments easy to review.
- Prepare for check-ins without rereading conversation history.
- Reduce the chance of an agreed next step slipping.
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 client promises or agreed next steps from channel messages in an Excel log.
- 3Choose Channel Message Received and select a channel for run reports.
- 4Test with one real Slack message describing a client commitment.
Questions about this workflow
Can it capture only client-related messages?
Describe the client context and ask Notis to skip internal-only commitments.
What if a deadline is not included?
Ask Notis to record the commitment without inventing a due date.
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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