Confirm Docupilot identity from a Slack DM
Give founders a clear answer about the active Docupilot account before work begins.
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
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
Unclear account ownership causes hesitation and delays when setting up document workflows.
- Answers account questions privately
- Supports safer workspace setup decisions
- Reduces back and forth with admins
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docupilot once in Notis
- 2Create an automation for explicit private identity checks
- 3Pick Direct Message Received as the trigger
- 4Choose where run reports should go
- 5Test with one real verification DM
Questions about this workflow
Does it reveal credentials?
No. It retrieves authenticated user details, not secrets.
Can it verify a different Docupilot account?
No. It reports the identity of the account currently connected to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Docupilot. A trigger fires from one place; an action lands in another.
Slackbot triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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