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Review currency rates for a budget period

Gather the dated rate series behind a budget review from the Slack request that kicked it off.

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

Get Timeseries Exchange Rates

Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.

Why this helps

Budget comparisons can stall while someone reconstructs how an exchange rate moved during the period.

  • Pull rates for a defined budget period.
  • Keep the requested currency pair and dates together.
  • Support repeatable retrospective comparisons.

Setup

Build it in a few focused steps.

  • 1Connect Slack and CurrencyScoop to Notis once through the portal.
  • 2Create an automation in the portal, or ask Notis to retrieve timeseries rates when a budget message specifies a currency pair and date range.
  • 3Select Channel Message Received as the trigger.
  • 4Choose a channel for run reports and test with a real budget review request that names its period.

Questions about this workflow

Does this calculate a budget forecast?

No. It retrieves historical rate data for the specified date range.

What if the dates are missing?

The prompt should ask Notis to run only when the review period and currency pair are clear.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to CurrencyScoop. A trigger fires from one place; an action lands in another.

Slack triggers

CurrencyScoop actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert Currency

Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Currencies

Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Get Historical Exchange Rates

Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Get Latest Exchange Rates

Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Get Timeseries Exchange Rates

Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Connect any two apps with Notis in the middle.

Slack and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business CurrencyScoop.