Brief new Slack channels on Docsumo limits
Give every new workstream a clear view of its document boundaries.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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
New teams often discover processing limits only after work has already started.
- Surface limits before intake work begins
- Reduce avoidable processing surprises
- Create a repeatable onboarding handoff
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docsumo once in Notis
- 2Create an automation for channel onboarding briefs
- 3Tell Notis to retrieve Docsumo user document types and limits and summarize the implications for the new channel
- 4Pick New Channel Created Trigger and choose where reports go
- 5Test with one real channel
Questions about this workflow
Does this create a Docsumo document type?
No. It lists available user document types and user information.
Who receives the brief?
The report goes to the destination selected when the automation is created.
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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