Answer document type questions from Slack
When a teammate asks which document classifications are available, retrieve Docsumo's user document types and share the relevant answer in the run report.
Connect Slack to Docsumo
When something happens in Slack, Notis takes the next step in Docsumo. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Triggers when a new channel is created.
Do this · Action
Retrieves document counts grouped by type and processing status.
Examples
Ways Notis can move work from Slack to Docsumo
Prepare a document type brief for new finance channels
When a finance channel is created, retrieve Docsumo's enabled document type summary so the team can see which classifications are ready to use.
Look up classifications when a teammate asks privately
When a Slack DM asks which document types are available, retrieve Docsumo's user document types and send the lookup result through the selected run-report channel.
Retrieve enabled types when a message is approved
Use a chosen Slack reaction as the signal to retrieve Docsumo's enabled document type summary for a proposed intake plan.
Run an MCA analysis after a bank statement handoff
When Slack confirms that processed bank statements are ready for merchant cash advance analysis, run Docsumo's month-by-month MCA analysis.
Check invoice classification support during intake
When the team discusses invoice intake in Slack, retrieve the available Docsumo user document types to check whether the desired classification is listed.
Check enabled document types from a direct message
When a Slack DM asks which Docsumo types are enabled, retrieve the enabled document type summary and report the result in the chosen channel.
Review classification coverage on a marked message
Add a designated reaction to a Slack message about document coverage to retrieve Docsumo's available user document types for review.
Start an MCA breakdown from a finance review message
When a finance review message confirms statements have been processed, run Docsumo's MCA analysis to produce a month-by-month credits, debits, and balances breakdown.
Supported Triggers and Actions
Notis builds workflows that link Slack to Docsumo. A trigger fires from one place; an action lands in another.
Slack triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
TriggerScheduled
Get Enabled Document Types
Retrieves document counts grouped by type and processing status.
ActionInstant
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
TriggerInstant
Add Table Row
Adds an empty row to the end of a database table.
ActionInstant
New Channel Created Trigger
Triggers when a new channel is created.
TriggerInstant
Get User Document Types
Lists the user’s available document types and limits.
ActionInstant
Channel Message Received
Triggers when a message is posted in a channel, excluding direct messages.
TriggerInstant
Create Folder
Creates a folder for organizing documents.
ActionInstant
Direct Message Received
Triggers when a new direct message, including a thread reply, is sent to a user.
TriggerInstant
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
ActionInstant
Message Reaction Added
Triggers when a reaction is added to a message.
TriggerInstant
Delete Table
Permanently deletes one or more database tables.
ActionInstant
Message Reaction Removed
Triggers when a reaction is removed from a message.
TriggerInstant
Get External Agents
Lists external agents configured for document or case processing.
ActionInstant
New Bot Message Received Trigger
Triggers when a bot posts a new message in a channel.
TriggerInstant
Get Table Data
Retrieves all data from a specified database table.
ActionInstant
Trigger Types
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.
New Notion pageStripe chargeCalendar event
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used
Scheduled triggers
Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.
Daily · 8:00Weekdays onlyOnce · Dec 13
Beta
Database triggers
Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.
Row addedProperty editedValue > limit
Why AI automation
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
All12Manager5Telegram1Messages0WhatsApp2Email4Slack8
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Related pairs
More ways to connect Slack and Docsumo
Connect any two apps with Notis in the middle.
Slack and Docsumo, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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