Start Your Weekly Planning With an Automated Workflow
Every Monday at 9am, Notis creates a Process Street workflow for weekly planning. Same structure, every time. Just fill in your priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Workflow Run
This tool creates a new workflow run from a specified workflow template. it is one of the most fundamental operations in process street, allowing users to initiate a new instance of a workflow. the tool requires a workflow template id and optionally allows setting a custom name, due date, and whether to enable a share link.
Why this helps
Planning should be proactive but it often doesn't happen. Without a trigger, weeks start reactive and chaotic. You're constantly in response mode instead of strategy mode.
- Planning happens consistently
- Built-in structure ensures thorough thinking
- Save time re-creating the planning template each week
- Archive of all past plans for reference
Setup
Build it in a few focused steps.
- 1Connect Process Street to Notis.
- 2Create an automation with the prompt: 'Every Monday at 9am, create a Process Street workflow using my planning template.'
- 3Choose 'Scheduled (Cron)' as your trigger and set it for Monday mornings.
- 4Create a Process Street planning template with sections like: Team Goals, Priorities, Projects, At-Risk Items, Help Needed.
- 5Test or wait for the next Monday.
Questions about this workflow
Can I change the day from Monday to another day?
Yes. Set it to any day that works for your team (e.g., Friday if you prefer end-of-week planning).
Should planning be team-wide or per-person?
Either or both. You can create one planning workflow for the whole team, or separate ones for each person or department.
What should go in the planning template?
Common sections include: Big Goals for the Week, Team Priorities, Projects, Known Risks, Resource Needs, and Success Criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Process street. A trigger fires from one place; an action lands in another.
Slack triggers
Process street actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Complete a workflow run
This tool marks an entire workflow run as completed in process street. it updates the workflow run's status to 'completed', distinguishing it from process street complete task which completes individual tasks.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Workflow Run
This tool creates a new workflow run from a specified workflow template. it is one of the most fundamental operations in process street, allowing users to initiate a new instance of a workflow. the tool requires a workflow template id and optionally allows setting a custom name, due date, and whether to enable a share link.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Find Data Set Rows
This tool allows you to search for records within a data set based on form fields. it's useful for retrieving specific records from a data set when you need to find matching entries based on certain criteria.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
List Workflows
This tool retrieves a list of all workflows available in the process street account. it is a fundamental action that allows users to view and access all their workflows, which is essential for other operations that require workflow ids. this action is important because it provides the foundation for other actions that require workflow ids as input parameters, such as creating workflow runs or managing workflow-specific tasks, thereby enabling better workflow management and automation.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Undelete Workflow Run
This tool allows you to restore a previously deleted workflow run in process street. it uses the put /v1.1/workflow-runs/{workflowrunid}/undelete endpoint to recover a workflow run within a valid recovery period. it complements the existing process street delete workflow run action by providing a data recovery option to correct deletion mistakes.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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