Weekly sales activity digest in Slack
Each Friday, Notis pulls the week's Salesforce activity—calls, emails, opportunities updated—and posts a snapshot in Slack. One message, full visibility.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch conversation history
Fetches a chronological list of messages and events from a specified slack conversation, accessible by the authenticated user/bot, with options for pagination and time range filtering.
Why this helps
End-of-week reviews are cognitive overhead. Founders need to check Salesforce, compile metrics, and share them. It's time-consuming and often gets skipped.
- One message replaces a time-consuming end-of-week review
- Visibility into team activity without needing to ask
- Easier to spot trends or bottlenecks across the week
Setup
Build it in a few focused steps.
- 1Connect Salesforce to Notis
- 2Tell Notis: 'Every Friday at 5 PM, fetch this week's sales activities and post a digest in Slack'
- 3Notis pulls the data and formats it. Test with a manual run first.
Questions about this workflow
What counts as 'sales activity'?
Notis includes calls logged, emails sent, meetings scheduled, and opportunities updated—configurable based on your needs.
Can I see previous weeks' digests?
Yes—they're posted in a channel, so they're searchable and archivable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Slack. A trigger fires from one place; an action lands in another.
Salesforce triggers
Slack actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Add call participants
Registers new participants added to a slack call.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Salesforce and Slack. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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