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Summarize Docsumo types from a Slack message

Give document operations conversations a quick, current capability summary.

Trigger

New Message Received Trigger

DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` instead. Triggered when a new message is posted to a Slack channel.

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

Document discussions lose momentum when capability details are scattered across tools.

  • Keep capability details in the conversation
  • Reduce manual Docsumo lookups
  • Help teams decide the next intake step

Setup

Build it in a few focused steps.

  • 1Connect Slackbot and Docsumo once in Notis
  • 2Create an automation for document operations messages
  • 3Tell Notis to retrieve enabled Docsumo document types and summarize them for the message context
  • 4Pick New Message Received Trigger and choose where reports go
  • 5Test with one real message

Questions about this workflow

What does this trigger represent?

It is Slack's New Message Received Trigger for a new message.

Should new builds use another trigger?

Slack documents this event as deprecated and recommends Channel Message Received for new setups.

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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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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