Turn Slack DM recaps into client notes
Preserve relationship context without rebuilding notes later.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Why this helps
Client insights in private messages are easy to lose before the next conversation.
- Preserves account context
- Creates consistent notes
- Makes preparation for follow ups faster
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Confluence in Notis once.
- 2Create an automation named Client takeaway recorder.
- 3Tell Notis to extract the client context, commitments, risks, and next steps from the DM and create a Confluence note.
- 4Pick Direct Message Received as the trigger and choose a report channel.
- 5Test it with one real recap.
Questions about this workflow
Can it omit sensitive details?
Specify the information to exclude in the automation instruction.
Can notes use a standard template?
Yes. List the required headings and ordering in plain language.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Confluence. A trigger fires from one place; an action lands in another.
Slackbot triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Tool to add labels to a piece of content. use after obtaining the content id to tag pages or blog posts with metadata labels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Space by ID
Tool to retrieve a confluence space by its id. use when you need detailed metadata of a specific space.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
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 Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Whiteboard Property
Tool to create a new content property on a whiteboard. use when you need to attach custom metadata to a confluence whiteboard.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Private Space
Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Slackbot and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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