Make expense report review less manual
Ask for an expense report to be processed in Slack and let Notis start an Extracta ai extraction for its rows and details.
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
Create Extraction
Tool to initiate a new document extraction process. use when you have prepared extraction details and need to start processing the document. returns a unique extraction id for tracking.
Why this helps
Expense reports can become another document to reopen and manually reconcile during an already fragmented day.
- Cuts down on manual copying from reports
- Links the processing step to the original request
- Makes review easier to resume after interruption
Setup
Build it in a few focused steps.
- 1Connect Slack and Extracta ai once via the Notis portal.
- 2Create an automation from Automations -> New Automation or ask Notis conversationally.
- 3Write one instruction for Notis to start an Extracta ai extraction when a channel message shares an expense report and asks for its data to be extracted.
- 4Choose Slack Channel Message Received and select the run report channel.
- 5Test the prompt with one actual report and an explicit request.
Questions about this workflow
Does extraction reconcile expenses automatically?
The action starts document extraction. Review and reconciliation remain separate work.
Can the prompt distinguish expense reports from receipts?
Yes. Describe the document type and the request that should trigger this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Extracta ai. A trigger fires from one place; an action lands in another.
Slack triggers
Extracta ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Extraction
Tool to initiate a new document extraction process. use when you have prepared extraction details and need to start processing the document. returns a unique extraction id for tracking.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Extraction
Tool to delete an extraction process. use after confirming the extraction id to remove. example: delete extraction with id '123e4567-e89b-12d3-a456-426614174000'.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
View Extraction
Tool to retrieve details of an existing extraction process. use after starting an extraction to monitor its status and retrieve results.
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 Extracta ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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