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Notis

Get a quick answer about supported document types

Ask in Slack when you need to know which documents Docsumo can classify. Notis checks the available user document types and reports back.

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 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.

Why this helps

Finding classification details can interrupt focused work and leave a question buried in chat.

  • Resolve classification questions without searching documentation manually.
  • Keep the lookup tied to the Slack conversation that prompted it.
  • Reduce back-and-forth when preparing a document intake process.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Docsumo to Notis once through the portal.
  • 2Create an automation in the portal, or tell Notis in plain language what outcome you want.
  • 3In one instruction, ask Notis to retrieve Docsumo's available user document types when someone asks about supported classifications.
  • 4Select Slack Channel Message Received as the trigger and choose where run reports should go.
  • 5Test with one real Slack question about a document classification.

Questions about this workflow

Does this classify a document?

No. It retrieves the available user document types so you can answer classification questions.

Will it respond directly in the Slack thread?

The automation reports its run through the channel you choose. Describe any desired follow-up in the prompt.

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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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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