Move invoice requests from Slack into Affinda
Keep invoice intake moving while the conversation is still easy to find.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
Invoice requests can disappear in fast-moving channels, leaving someone to download, upload, and re-enter the same document later.
- Capture the document while its Slack request is current.
- Reduce repetitive downloading and uploading.
- Keep invoice processing out of a separate manual queue.
Setup
Build it in a few focused steps.
- 1Connect Slack and Affinda to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis conversationally for this workflow.
- 3Describe in one plain-language instruction how invoice files or public links shared in Slack should be sent to Affinda for parsing.
- 4Pick the Slack channel message trigger and choose a channel for run reports.
- 5Test with one real invoice link shared in the channel.
Questions about this workflow
Does this trigger on direct messages?
No. This workflow uses the Slack channel message event, which does not match direct messages.
What should the Slack message contain?
It should include a document Notis can access, such as an attached invoice or public document URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Affinda. A trigger fires from one place; an action lands in another.
Slack triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Slack and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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