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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.

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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