Answer Docsumo document type questions in Slack DMs
Resolve private document capability questions without opening another tool.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
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.
Why this helps
A quick private question can become a long detour through documentation and account settings.
- Answer private questions with account-specific data
- Reduce repeated documentation searches
- Keep sensitive operational questions in the right Slack context
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docsumo once in Notis
- 2Create an automation for private document capability questions
- 3Tell Notis to inspect the DM and return matching Docsumo user document types and limits
- 4Pick Direct Message Received and choose where reports go
- 5Test with one real DM
Questions about this workflow
Which Slack messages trigger it?
Any new direct message sent to a user in Slack.
What account context is included?
Docsumo returns available user document types and user information, including applicable limits.
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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