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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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

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

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

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 Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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