Keep expense report feedback with the Coupa report
Make review notes easier to act on by placing them alongside the expense report they concern.
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
Add Comment to Expense Report
Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.
Why this helps
Expense feedback arrives in a channel, then gets lost before the report owner can find it.
- Makes review notes findable with the report
- Reduces repeated explanations in follow-up
- Helps report owners see the next action
Setup
Build it in a few focused steps.
- 1Connect Slack and Coupa to Notis once through the portal.
- 2Create an automation that comments on a matching expense report only when Slack contains clear report context and actionable feedback.
- 3Select the Slack channel message trigger and choose a channel for run reports.
- 4Test with one real expense review note for a known report.
Questions about this workflow
Will this copy general finance chatter into Coupa?
Set the prompt to act only on messages containing specific feedback tied to an identifiable expense report.
What if the feedback is sensitive?
Keep the instruction limited to necessary review notes and skip unrelated personal or confidential conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Coupa. A trigger fires from one place; an action lands in another.
Slack triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Abandon Invoice
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Tool to create a Coupa account. Use when you need to provision a new general ledger account with a specific chart-of-accounts type and code segments.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
List Accounts
Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Recent Accounts
Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.
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 Account
Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Update Account
Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
List Account Types
Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get Account Type
Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.
Connect any two apps with Notis in the middle.
Slack and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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