Review cashflow in Slack each week
Get a regular view of money in and out without remembering to open FreeAgent and rebuild the same summary each week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Cashflow summary for a date range
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
Why this helps
A founder can miss a cashflow trend when financial review depends on finding time to open another tool.
- Create a dependable rhythm for reviewing cash movement.
- See incoming, outgoing, and net cashflow in one channel.
- Reduce the context-switching cost of routine finance checks.
Setup
Build it in a few focused steps.
- 1Connect Slack and FreeAgent to Notis once in the portal.
- 2Create a scheduled automation in the portal, or tell Notis conversationally to send a recurring cashflow summary.
- 3Use one instruction to ask Notis for a FreeAgent cashflow summary over the previous week and a concise Slack digest.
- 4Choose a weekly Notis schedule and the Slack channel where run reports and the digest should appear.
- 5Test once with a recent date range and confirm the summary is understandable.
Questions about this workflow
Can I choose the reporting period?
Yes. State the date range or rolling period you want in the plain-language instruction.
Does FreeAgent provide a monthly breakdown too?
The cashflow action includes a monthly breakdown along with totals for incoming, outgoing, and net cashflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Freeagent. A trigger fires from one place; an action lands in another.
Slack triggers
Freeagent actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cashflow summary for a date range
Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Company Details
Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Bank Account
Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
Connect any two apps with Notis in the middle.
Slack and Freeagent, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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