Start analysis when processing is complete
Use the processing-complete announcement as the cue for Docsumo's MCA analysis, so the next review step does not depend on memory.
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
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
Even a clear completion update can be followed by a dropped analysis step if no one owns the follow-up.
- Carry a completed processing step directly into analysis.
- Reduce follow-up overhead for the person coordinating the handoff.
- Surface a monthly account 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 describe the outcome to Notis in plain language.
- 3Write one instruction asking Notis to run MCA analysis when Slack announces bank statement processing is complete.
- 4Select Channel Message Received and choose the run-report channel.
- 5Test with one real completion announcement after statements are processed.
Questions about this workflow
What happens if statements are not processed yet?
The action is intended for bank statements after documents are processed, so use a completion announcement as the trigger condition in your prompt.
What result does MCA analysis provide?
A month-by-month breakdown of account credits, debits, and balances.
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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