Turn Slack planning messages into project briefs
Capture the decision, scope, owners, and next steps while the conversation is still fresh.
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
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Important planning details get buried in fast-moving channels and require manual rewriting.
- Reduce manual documentation
- Keep project context together
- Create consistent briefs from conversations
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docugenerate once in the Notis portal.
- 2Create a new automation and name the project brief workflow.
- 3Tell Notis to turn each planning message into a brief using your chosen template.
- 4Pick Channel Message Received as the trigger and choose a report channel.
- 5Test it with one real planning message.
Questions about this workflow
Does this work with private channels?
Yes. The Slack trigger supports public, private, and multi-party IM channels.
Can I use my own document template?
Yes. Tell Notis which Docugenerate template to use when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Docugenerate. A trigger fires from one place; an action lands in another.
Slackbot triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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 Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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