Give every new finance channel a useful starting point
A new finance channel often starts with setup questions. Get a current summary of the document types enabled in Docsumo as the channel opens.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
New spaces can create repeated setup questions and leave owners unsure what document workflows are available.
- Give a new finance space a clear view of enabled classifications.
- Avoid repeating the same capability lookup for each new channel.
- Make document intake planning easier to start.
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.
- 3In one instruction, ask Notis to retrieve the enabled Docsumo document type summary when a finance channel is created.
- 4Select New Channel Created as the trigger and choose where run reports should go.
- 5Test with one real finance channel creation.
Questions about this workflow
Can it tell us every type the account supports?
This workflow retrieves the enabled document type summary. Use the user document types action when you need the broader available types and user information.
Can I use it for another channel purpose?
Yes. Adjust the plain-language instruction to describe the channels where the summary is useful.
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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