Answer private intake readiness questions quickly
When someone asks privately whether the expected document types are enabled, fetch the current Docsumo summary for review.
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
Private readiness checks can trigger a context switch to a portal lookup and back to the conversation.
- Answer readiness questions with the current enabled list.
- Keep the lookup routine consistent across private requests.
- Reduce switching between chat and the integration portal.
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 tell Notis the desired result.
- 3In one instruction, ask Notis to retrieve enabled document types when a DM asks about intake readiness.
- 4Select Direct Message Received and pick the run-report channel.
- 5Test with one real private readiness question.
Questions about this workflow
Does the action confirm that documents were processed?
No. It retrieves the enabled document type summary.
Where will the report be sent?
Choose the channel where Notis should report automation runs.
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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