Keep warm company introductions from slipping away
When a teammate introduces a company in Slack, ask Notis to capture the useful context and add a verified new company to Folk.
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
Create Company
Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
Why this helps
Company introductions get buried in busy channels, leaving founders to reconstruct who knows whom later.
- Preserve the context behind a warm introduction
- Avoid re-reading channel history to find the company
- Check Folk for a duplicate before creating a company
Setup
Build it in a few focused steps.
- 1Connect Slack and Folk to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis in plain language to capture company introductions from Slack in Folk.
- 3Write one instruction telling Notis to identify the company, collect details explicitly stated in the message, check Folk for a match, and create only a complete new record.
- 4Select the Slack channel message trigger and choose where Notis should report runs.
- 5Test with one real introduction and confirm the company appears only if it was not already in Folk.
Questions about this workflow
Will this create a company for every Slack message?
No. The prompt should limit creation to messages that clearly identify a company and provide enough details for a useful record.
How can I prevent duplicate company records?
Instruct Notis to check Folk for an existing match before using the Create Company action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Folk. A trigger fires from one place; an action lands in another.
Slack triggers
Folk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company
Tool to delete a company from the workspace (irreversible). use after confirming this company should be removed.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Person
Tool to delete an existing person in the workspace (irreversible). use after confirming this person should be permanently removed.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Companies
Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Company
Tool to retrieve an existing company by its id. use after authentication has been verified.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Current Workspace User
Tool to get details of the current authenticated workspace user. use after authentication to retrieve the user's profile information.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Person
Tool to retrieve an existing person by their id. use when you need full profile details of a person by their unique identifier.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Group Custom Fields
Tool to list custom fields for a specific group and entity type. use after selecting a group and entity type to inspect available custom fields.
Connect any two apps with Notis in the middle.
Slack and Folk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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