Get a Docsumo capability second opinion in a Slack DM
Make a fast intake decision with a current account-level document summary.
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 Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Founders often make intake decisions with incomplete information about current processing support.
- Get a current capability snapshot quickly
- Keep decision context private
- Avoid relying on outdated notes
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docsumo once in Notis
- 2Create an automation for private capability second opinions
- 3Tell Notis to retrieve enabled Docsumo document types and summarize whether they support the request in the DM
- 4Pick Direct Message Received and choose where reports go
- 5Test with one real DM
Questions about this workflow
Can this guarantee a document will process successfully?
No. It reports enabled document types and should be treated as a capability check.
Does it work across all DMs?
Yes. The trigger catches all direct messages across Slack DM channels.
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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