Handle Docupilot folder requests from Slack DMs
Private requests become organized workspace actions without another tab or reminder.
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 Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Important setup requests in DMs can disappear into private conversations and never reach execution.
- Keeps private requests actionable
- Confirms workspace details before creating a folder
- Prevents requests from being forgotten
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docupilot once in Notis
- 2Create an automation describing how to interpret explicit folder requests
- 3Pick Direct Message Received as the trigger
- 4Choose where run reports should go
- 5Test with one real DM
Questions about this workflow
Does this read all DMs?
The trigger catches DMs, and your instruction should limit action to explicit folder requests.
What if the workspace is unclear?
Tell Notis to report the ambiguity instead of creating a folder.
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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