Find onboarding templates from Slack
Give every onboarding discussion a practical document starting point.
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
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Why this helps
Onboarding work gets delayed when teams cannot quickly choose a document format.
- Speed up onboarding setup
- Make format choices visible
- Reduce repeated template searches
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Craftmypdf once in Notis.
- 2Create an automation for onboarding template requests.
- 3Tell Notis to list Craftmypdf templates suited to the onboarding need and summarize the best options.
- 4Pick Channel Message Received as the trigger.
- 5Choose a report channel and test with one onboarding discussion.
Questions about this workflow
Can it focus on one document type?
Yes, include the requested type such as handbook, checklist, or welcome guide.
Will it generate the onboarding document?
No. This workflow helps the team choose a template first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Craftmypdf. A trigger fires from one place; an action lands in another.
Slackbot triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slackbot and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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