Discover onboarding templates from Slack
Give new teammates a clear document path without sending them on a separate search.
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 Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Onboarding slows down when people do not know which templates are standard.
- Speeds onboarding
- Improves consistency
- Reduces repeated explanations
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Documint in Notis once.
- 2Create an automation named Onboarding template discovery.
- 3Tell Notis to list Documint templates and summarize those relevant to the onboarding message.
- 4Pick Channel Message Received as the trigger.
- 5Choose a report destination, then test with one onboarding question.
Questions about this workflow
Can it recommend templates by role?
Ask Notis to use the onboarding context when summarizing the returned template list.
Does it send an onboarding document?
No. This workflow discovers existing templates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Documint. A trigger fires from one place; an action lands in another.
Slackbot triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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 Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
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 Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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