Give new initiatives a dashboard home
A new Slack channel often signals new work. Notis can create a matching Klipfolio dashboard tab so the initiative has a place for its metrics.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Create Tab (Dashboard)
This tool creates a new tab (dashboard) in klipfolio. a tab serves as a container for organizing and displaying klips (data visualizations) in a meaningful way. the tool allows users to set up a new dashboard with specific properties and configurations.
Why this helps
New projects start in chat, but their reporting home is easy to forget until later.
- Creates a dashboard starting point alongside new work
- Reduces setup steps for emerging initiatives
- Keeps reporting setup from becoming a forgotten follow-up
Setup
Build it in a few focused steps.
- 1Connect Slack and Klipfolio to Notis once in the portal.
- 2Create an automation in the portal or tell Notis what you want conversationally.
- 3Give one instruction asking Notis to create a Klipfolio dashboard tab when a new Slack channel is created, using the channel context for a sensible name.
- 4Choose the new-channel Slack trigger and a channel for run reports.
- 5Create one test channel and confirm the dashboard tab appears.
Questions about this workflow
Will the new dashboard contain charts?
This action creates a dashboard tab. Adding Klips and configuring its contents is a separate Klipfolio setup.
Can I limit this to project channels?
Describe in the instruction which newly created channels should lead to a dashboard.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Klipfolio. A trigger fires from one place; an action lands in another.
Slack triggers
Klipfolio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Data to Data Source
This tool appends plain-text or csv data to an existing data source in klipfolio. it requires two parameters: 'data' which contains the data in plain-text or csv format, and 'data source id' which specifies the target data source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
This tool creates a new data source in klipfolio. it uses the post /datasources endpoint to add a data source with required parameters (name, format, connector, endpointurl) and optional parameters (description, refreshinterval, method, additionalproperties).
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Tab (Dashboard)
This tool creates a new tab (dashboard) in klipfolio. a tab serves as a container for organizing and displaying klips (data visualizations) in a meaningful way. the tool allows users to set up a new dashboard with specific properties and configurations.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Data Source
This tool permanently removes a specified data source from the klipfolio account. this operation is destructive and cannot be undone. the data source must not be currently in use, and proper permissions are required.
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 Dashboard Details
This tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio. it allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Data Source Instance Details
This tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Klips
This tool retrieves a list of all klips accessible to the authenticated user. klips are visualization components in klipfolio that display data in various formats like charts, tables, or metrics.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get User Profile
This tool is used to retrieve the authenticated user's profile information and test the authentication status. it verifies api connectivity and access permissions by returning profile details such as user id, username, email, company information, role and permissions, and account status.
Connect any two apps with Notis in the middle.
Slack and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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