Keep client health notes current
Capture meaningful client updates in Slack and let Notis refresh the matching Gigasheet health status for your next 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
Update cell by column name and row
Tool to update a cell in a dataset by specifying column name and row number. Use after dataset is loaded and column name uniqueness is ensured.
Why this helps
Client context is spread across conversations, while a separate health tracker can lag behind what the team knows.
- Reduce manual account tracker upkeep
- Keep a recent health signal easy to scan
- Support calmer account review and follow-up
Setup
Build it in a few focused steps.
- 1Connect Slack and Gigasheet to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to update a client health cell when Slack shares a relevant update.
- 3Describe in one plain-language instruction how to identify the client, health change, and target cell.
- 4Select Channel Message Received as the trigger and choose a channel for run reports.
- 5Test with one real client update and check that the intended cell changed.
Questions about this workflow
Will every client mention change the health status?
Use the prompt to define what counts as a meaningful health update and how Notis should handle uncertainty.
Can the original context remain available?
Ask Notis to include a concise supporting note in the update if that suits your sheet.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Gigasheet. A trigger fires from one place; an action lands in another.
Slack triggers
Gigasheet actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete sheet or folder by handle
Tool to delete a sheet or folder by handle. Use after obtaining the handle of a sheet or empty folder. Set recursive=True to delete all children of a folder.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Client State Current Version
Tool to fetch the current client-state version metadata for a sheet. Use after obtaining a sheet handle to determine the current version identifier for creating views.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Connector Connections
Tool to list connector connections. Use after setting a valid Gigasheet API token.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Dataset by Handle
Tool to get dataset metadata. Use after you have obtained the dataset handle.
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 Dataset Columns
Tool to list all column metadata (IDs, names, types) for a dataset. Use after obtaining a dataset handle.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Dataset Export Download URL
Tool to retrieve the download URL for an exported dataset. Use after initiating an export and obtaining its handle.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Dataset Views
Tool to list all views associated with a specific dataset. Use after confirming the dataset handle and its status.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Docs Formulas Functions
Tool to retrieve all supported formula functions. Use after authenticating with a valid API token.
Connect any two apps with Notis in the middle.
Slack and Gigasheet, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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