Summarize Docsumo intake capabilities in Slack
Give the team a concise answer about what document intake can start now.
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
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Capability questions interrupt focused work when answers require a separate search.
- Answer intake questions where they are asked
- Use the connected Docsumo configuration as the source
- Reduce repeated capability lookups
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docsumo once in Notis
- 2Create an automation for intake capability questions
- 3Tell Notis to retrieve enabled Docsumo document types and summarize the answer for the channel message
- 4Pick Channel Message Received and choose a report destination
- 5Test with one real intake question
Questions about this workflow
Does this trigger on every channel message?
The trigger receives channel messages; your instruction should tell Notis which messages represent capability questions.
What source does the summary use?
It uses Docsumo's enabled document types summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Docsumo. A trigger fires from one place; an action lands in another.
Slackbot triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
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.
Slackbot and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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