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
Do this · Action
Ways Notis can move work from Slack to Docsumo
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.
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.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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 recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
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.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
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.
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:
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
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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.
More ways to connect Slack and Docsumo
Connect any two apps with Notis in the middle.
Slack and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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