Turn a private statement handoff into analysis
When a teammate sends a DM confirming bank statements are processed and ready for MCA review, use that handoff to start the analysis.
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
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.
Why this helps
A key financial handoff can be missed when it arrives privately and requires a separate follow-up.
- Make private readiness messages actionable.
- Reduce manual coordination between statement processing and analysis.
- Receive a month-by-month financial breakdown for review.
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 ask Notis conversationally.
- 3Write one instruction asking Notis to run Docsumo MCA analysis when a DM confirms processed statements are ready.
- 4Select Direct Message Received and choose the run-report channel.
- 5Test with one real DM handoff after statement processing.
Questions about this workflow
Does this work before the bank statements are processed?
No. The action is described for bank statements after documents are processed.
Does the DM trigger cover all direct messages?
The supplied Slack trigger catches all DMs across all DM channels.
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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