Give cash flow questions a clear next step
Capture a cash flow question in Slack and have Aryn outline the query logic for review.
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
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Why this helps
Founders often have to switch from decisions to analytics details when a cash flow question appears.
- Move from question to reviewable logic in one step.
- Spend less time switching into query design.
- Keep the team aligned on what the analysis should answer.
Setup
Build it in a few focused steps.
- 1Connect Slack and Aryn to Notis once through the portal.
- 2In the portal, create an automation and name it for cash flow analysis.
- 3Write one plain-language prompt asking Aryn to generate plans for cash flow questions posted in the selected Slack channel.
- 4Pick Channel Message Received as the trigger and choose a run-report channel.
- 5Test with a cash flow question the team has actually asked.
Questions about this workflow
Can it give financial advice?
No. The workflow requests an Aryn query plan for a question; it does not provide financial advice or execute the query.
What makes a useful test message?
Use a real cash flow question with enough context to identify the analysis requested.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Aryn. A trigger fires from one place; an action lands in another.
Slack triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
Slack and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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