Turn Meeting Notes into Structured Sheets Automatically
Meeting notes stay in Slack DMs and never get organized into a searchable format. This automation takes meeting notes from your DM with Notis and creates a structured Google Sheet with agendas, decisions, action items, and attendees.
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 sheet from JSON
Creates a new google spreadsheet and populates its first worksheet from `sheet json`, which must be non-empty as its first item's keys establish the headers.
Why this helps
ADHD founders take meeting notes casually in DMs but forget to structure them or share them with the team, leading to missing context and repeat discussions.
- Meeting notes structured and searchable
- Action items surfaced automatically
- Complete meeting records for reference
- Shareable meeting documentation
- Reduced need to re-explain decisions
Setup
Build it in a few focused steps.
- 1Connect Slack and Google Sheets to Notis.
- 2Create a new automation with 'Direct Message Received' as the trigger.
- 3Write your prompt: 'When I send a meeting note summary in DM, create a new Google Sheet titled "Meeting Notes - [date]" and populate it with: meeting date, attendees, agenda items, decisions made, action items with owners, and next meeting date.'
- 4Send a test meeting note to Notis and verify the sheet is created and formatted correctly.
- 5After each meeting, send a quick note to Notis to auto-generate your meeting sheet.
Questions about this workflow
How detailed should my DM note be for Notis to create a good sheet?
A simple format works: 'Meeting with [name], discussed [topics], decided [decisions], action items: [items with owners].' Notis structures this into a proper sheet.
Can I add attendees to the sheet automatically?
Yes. If you mention names in your DM, Notis can extract them and populate the attendees list. If you list emails, it can pull them too.
Should I share the meeting sheet with attendees automatically?
You can ask Notis to email the sheet link to attendees after creation, or just share the spreadsheet with your team so everyone has access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Google Sheets. A trigger fires from one place; an action lands in another.
Slack triggers
Google Sheets actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
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When this happens · Trigger
Do this · Action
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