Add a quick capability check to intake readiness
A readiness reaction can cue one last enabled-type summary before your team moves forward with document intake.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Final checks are easy to skip when they depend on someone remembering a separate lookup.
- Make a capability check part of the team's readiness signal.
- Reduce forgotten pre-intake checks.
- Keep the result tied to the readiness step.
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 retrieve Docsumo's enabled type summary when the agreed reaction is added to an intake readiness message.
- 4Select Message Reaction Added and choose where run reports should go.
- 5Test with one real intake readiness message.
Questions about this workflow
Can the reaction trigger be scoped?
The supplied trigger supports optional channel and emoji name filtering.
Does this validate the intake itself?
No. It retrieves enabled document types for the team to review.
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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