Auto-invite team to monthly planning channel
Monthly planning is important but easy to skip if it's not built into your workflow. This automation invites your team to a dedicated planning channel at the start of each month, creating a ritual for alignment.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Invite users to a Slack channel
Invites users to an existing slack channel using their valid slack user ids.
Why this helps
Monthly planning happens haphazardly or not at all. Team members don't know when to convene. Alignment on goals and priorities is loose or nonexistent.
- Build a consistent monthly planning rhythm
- Ensure the entire team is in the room for alignment
- Reduce the coordination friction around planning
- Create a container for goal-setting and prioritization
Setup
Build it in a few focused steps.
- 1Connect Slack to your Notis portal.
- 2Create a new Automation: 'On the first day of each month at [time], invite [team members] to the [planning channel].'
- 3Select 'notis_cron' and set the schedule—e.g., 'first of every month at 9 AM.'
- 4Specify which team members or groups to invite.
- 5Test by verifying invitations arrive at the scheduled time.
Questions about this workflow
Can I send a welcome message when the team joins?
Yes. Notis can post a message outlining the planning agenda—e.g., 'Review last month's wins, discuss priorities for the month, and align on goals.'
What if people are already in the channel?
Notis is smart—it won't re-invite people already there. New team members will be added automatically.
Can I change the day of the month it runs?
Yes. Set it to the first, the fifth, or any day you prefer. You can also run it on the first Monday or first Friday if you want.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Slack. A trigger fires from one place; an action lands in another.
Google Docs 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 Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Add call participants
Registers new participants added to a slack call.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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