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Keep onboarding document intake moving

A specific Slack onboarding request can start extraction for a shared identity document, keeping the next step close to the handoff.

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

Onboarding paperwork can stall when someone must remember to retrieve and process a document after the conversation moves on.

  • Moves an explicit onboarding handoff forward
  • Reduces repeated reminders to process paperwork
  • Keeps the request and document in the same work context

Setup

Build it in a few focused steps.

  • 1Connect Slack and Extracta ai to Notis once in the portal.
  • 2Create the automation through Automations or ask Notis conversationally.
  • 3In one prompt, ask Notis to start an Extracta ai extraction when a channel message shares an identity document for onboarding and requests processing.
  • 4Select Slack Channel Message Received and choose a channel for run reports.
  • 5Test with an authorized sample document and a clear onboarding request.

Questions about this workflow

Should the workflow process every identity document mention?

Set the prompt to require a shared document and a clear onboarding processing request.

Does extraction replace review of sensitive paperwork?

No. The extraction result should be reviewed under your existing onboarding process.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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'.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

View Extraction

Tool to retrieve details of an existing extraction process. use after starting an extraction to monitor its status and retrieve results.

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 Extracta ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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