Gather invoices when the team asks for a review
A specific Slack request can prompt Notis to retrieve relevant invoices and summarize them for the requested review.
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
List Invoices
Tool to list invoices. Use when you need a paginated list of invoices with basic details.
Why this helps
Review requests often mean searching billing records, then returning to the original discussion to remember what was needed.
- Collect relevant invoice records when a review is requested.
- Keep the review tied to its originating conversation.
- Reduce manual searching before a billing check-in.
Setup
Build it in a few focused steps.
- 1Connect Slack and Finmei to Notis once in the portal.
- 2Create an automation through the portal or ask Notis to set it up.
- 3Write one instruction asking Notis to list Finmei invoices relevant to an explicit Slack review request and summarize matching results without making unsupported conclusions.
- 4Select the Slack channel-message trigger and set a channel for reports.
- 5Test with a review request naming a known client or invoice.
Questions about this workflow
Can it determine whether an invoice is correct?
It can retrieve invoice records and summarize them; a person should review the underlying details.
Will every message start a review?
The prompt should require an explicit review request and enough context to search relevant invoices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Finmei. A trigger fires from one place; an action lands in another.
Slack triggers
Finmei actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice. Use when you have all invoice details ready and need to record it. Example: "Create an invoice for customer X with two items.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Customer
Tool to delete a specific customer by their ID. Use after confirming the correct customer_id to remove the record.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice by its ID.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Payment
Tool to delete a payment. Use when you need to remove a payment by its ID after confirming it's obsolete.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Product
Tool to delete a product by its ID. Use when you need to permanently remove a product from the catalog.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Payment
Tool to retrieve details of a specific payment by its ID. Use after creating a payment or when you need to confirm payment details.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Product by ID
Tool to retrieve a product by its ID. Use when you need detailed information about a single product.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Currencies
Tool to list all currencies supported by Finmei. Use when you need to retrieve available currency codes before creating transactions.
Connect any two apps with Notis in the middle.
Slack and Finmei, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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