Bring your monthly collections summary into Slack
Share a compact view of collections progress with your team as part of the monthly finance routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Monthly collections reviews take extra effort when the summary has to be rebuilt and shared from scratch each time.
- Create a regular moment to summarize collections progress.
- Put the key points where teammates already coordinate.
- Keep the summary focused on information available for that run.
Setup
Build it in a few focused steps.
- 1Connect Chaser and Slack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: prepare a concise monthly collections summary from the Chaser information available and post it to Slack.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the summary reflects available data.
Questions about this workflow
Does the workflow calculate month-over-month changes?
Only if the required current and prior period information is available or you supply it. Chaser's listed description does not specify historical reporting fields.
Can the summary be posted to Slack?
Yes. The workflow uses the listed Slack post message action.
Can I have the schedule run monthly?
Yes. Select a monthly recurring schedule during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Slack. A trigger fires from one place; an action lands in another.
Chaser 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.
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.
Chaser and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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