Check document readiness at intake kickoff
At the start of an intake, retrieve the enabled Docsumo types so the team can review the available setup as part of its kickoff.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Starting intake without knowing what is enabled can create avoidable pauses and clarification loops.
- Make capability review part of the intake kickoff.
- Reduce setup uncertainty before work begins.
- Avoid a separate lookup later in the process.
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 in plain language.
- 3Write one instruction to retrieve Docsumo's enabled types when a Slack intake kickoff message is posted.
- 4Select Channel Message Received and choose where run reports should go.
- 5Test with one real intake kickoff message.
Questions about this workflow
Does it verify that an individual file is valid?
No. It retrieves the summary of enabled document types.
Can the kickoff message name an intake?
Include the relevant context in the plain-language instruction so Notis can use the message.
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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