Keep DM handoffs from falling through
Notis can capture explicit assignments and handoffs from DMs in an Excel delegation list, giving you a simple place to check progress.
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
Add Table Row
Add a row to a table using microsoft graph api.
Why this helps
Work handed off in a private message can be forgotten when attention moves to the next conversation.
- Give private handoffs a visible follow-up point.
- Reduce the mental effort of tracking who has what.
- Review delegated work without reopening every DM.
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 add clearly delegated tasks from DMs to an Excel delegation tracker.
- 3Choose Direct Message Received as the trigger and select a channel for run reports.
- 4Test with one real DM that assigns or hands off a task.
Questions about this workflow
Will a casual suggestion count as delegation?
Tell Notis to record only explicit assignments or handoffs.
Can the log include the person responsible?
Ask Notis to include the named owner when the message makes ownership clear.
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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