Get the enabled-type summary after a clear signal
When a proposed document intake plan is ready for a capability check, add the agreed reaction and let Notis retrieve Docsumo's enabled types.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Switching from an intake discussion to a separate capability lookup can interrupt the next step.
- Use a visible team signal to start the lookup.
- Keep the action tied to the message being reviewed.
- Avoid an extra manual check during intake planning.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docsumo to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3In one instruction, ask Notis to retrieve Docsumo's enabled document type summary when the agreed reaction is added to an intake-plan message.
- 4Select Message Reaction Added as the trigger and choose where run reports should go.
- 5Test by adding the agreed reaction to one real planning message.
Questions about this workflow
Can the trigger be limited to one emoji or channel?
The supplied trigger supports optional filtering by channel and emoji name.
Does the action process the proposed documents?
No. It retrieves a summary of enabled document types.
When this happens · Trigger
Do this · Action
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.
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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