Keep launch progress visible in Klipfolio
Capture meaningful launch updates from Slack in one Klipfolio source, without asking someone to maintain a separate log by hand.
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
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.
Why this helps
Launch progress is spread across conversations, making it hard to see what has shipped and what remains.
- Creates a running trail of important launch moments
- Makes progress easier to review at a glance
- Avoids a second manual update routine
Setup
Build it in a few focused steps.
- 1Connect Slack and Klipfolio to Notis once in the portal.
- 2Create an automation there or ask Notis to set one up conversationally.
- 3Write one instruction asking Notis to append significant launch milestones from Slack channel messages to a Klipfolio source.
- 4Pick the Slack channel-message trigger and the channel for run reports.
- 5Share one real milestone update and check the Klipfolio source.
Questions about this workflow
What is a significant launch milestone?
Use the instruction to describe the milestone updates you want included, such as a release or a launch dependency clearing.
Does this update a dashboard automatically?
The action appends data to the chosen Klipfolio source. A Klip can use that source if configured in your account.
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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