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Notis

Know which document types are enabled

A direct message asking about readiness can cue a current Docsumo enabled-type summary, with the result reported where you review automation runs.

Trigger

Direct Message Received

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

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

It takes focus to leave a private conversation, find the right capability details, and bring the answer back.

  • Answer readiness questions with a current enabled-type summary.
  • Keep the lookup routine short and repeatable.
  • Reduce distraction from manual portal checks.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Docsumo to Notis once through the portal.
  • 2Create the automation in the portal or describe it to Notis conversationally.
  • 3Write one instruction asking Notis to retrieve enabled document types when a DM asks what is currently enabled.
  • 4Select Direct Message Received and pick where run reports should go.
  • 5Test with one real DM asking about enabled types.

Questions about this workflow

Is this the same as listing all available user types?

No. It retrieves the enabled document type summary.

Where does the answer appear?

Notis reports the run through the channel you select.

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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