Your Weekly Lead Check-In
Every Monday morning, Notis sends a Slack summary of new leads, leads in each stage, and leads that haven't moved in 30 days. One message keeps your entire team aware of the pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
ADHD founders skip the lead review. Leads age silently. No one notices that a promising prospect has been waiting a month for follow-up until it's too late.
- Keep leads visible without manual Salesforce reviews
- Catch aging leads before they go cold
- Increase team accountability for lead follow-up
- Build team awareness of pipeline health
Setup
Build it in a few focused steps.
- 1Connect Slack and Salesforce to Notis
- 2Create an automation: "Send a weekly lead summary to Slack"
- 3Set your prompt: "Every Monday morning at 9am, list new leads from the past week, leads in each stage, and leads that haven't been updated in 30+ days. Post to [Channel Name]."
- 4Use Cron Schedule as your trigger and set it for weekly (e.g., every Monday 9am)
- 5Choose your Slack channel and test the automation
Questions about this workflow
Can I filter the lead report by owner or team?
Yes. Your prompt can specify filters (e.g., 'show leads for the enterprise team' or 'show leads owned by Alice').
What counts as an 'aging' lead?
You define it in your prompt. Common thresholds are 30, 60, or 90 days without activity. Pick what makes sense for your sales cycle.
Can I get this report more or less frequently?
Absolutely. Change the cron to daily, twice-weekly, monthly—whatever fits your team's rhythm.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Salesforce. A trigger fires from one place; an action lands in another.
Slack triggers
Salesforce actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
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.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Slack and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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