Agent mail Client Channel Invitations
Put the right approved people in the client room without rebuilding the roster by hand.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Invite users to a Slack channel
Invites users to an existing slack channel using their valid slack user ids.
Why this helps
A client channel can exist while one essential teammate remains outside it, forcing context to be repeated in private messages.
- Invite only users explicitly included in the approved roster
- Keep client-channel access separate from document access
- Avoid duplicate invitations when Slack already includes a user
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Slack.
- 2Tell Notis which supplied client details select the approved roster and provide the existing channel context.
- 3Select New Email Received and choose the run-report channel.
- 4Test with one existing channel and a small authorized user list.
Questions about this workflow
Does a Slack invitation grant access to client documents?
No. It only invites the supplied Slack users to the specified channel; document permissions remain separate.
Can external collaborators be invited?
Only when they already have the required Slack guest or workspace setup and are explicitly authorized.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Slack. A trigger fires from one place; an action lands in another.
Agent mail triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Email Received
Trigger for new emails in an AgentMail inbox
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
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.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
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.
Agent mail and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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