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Make time for lessons after a milestone

Let Notis create a retrospective worksheet when a milestone is marked complete in Slack, so reflection has a ready place to happen.

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 Worksheet

Add a new worksheet to an excel workbook using microsoft graph api.

Why this helps

Teams often move straight to the next task after shipping, leaving lessons and wins uncaptured.

  • Make reflection easier to start after delivery.
  • Create a repeatable home for wins and lessons.
  • Keep improvement ideas available for the next project.

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 create a retrospective worksheet when a channel message clearly announces a completed milestone.
  • 3Choose Channel Message Received and choose a channel for run reports.
  • 4Test with one real milestone-completion message and confirm the worksheet is created.

Questions about this workflow

Will every completion update start a worksheet?

Ask Notis to act only on messages announcing a meaningful milestone or project completion.

Can the worksheet use a consistent name?

Include a naming convention in the prompt and specify the workbook to use.

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.

TriggerScheduled

Add Chart

Add a chart to a worksheet using microsoft graph api.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add SharePoint Worksheet

Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Add Table

Create a table in a workbook using microsoft graph api.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Add Table Column

Add a column to a table using microsoft graph api.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Add Table Row

Add a row to a table using microsoft graph api.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Add Worksheet

Add a new worksheet to an excel workbook using microsoft graph api.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Apply Table Filter

Apply a filter to a table column using microsoft graph api.

ActionInstant

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

Save your first hour today.

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No card. Works with personal or business Excel.