Audit enabled document types monthly
Keep your operating assumptions aligned with what Docsumo currently enables.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Old assumptions about enabled types create recurring confusion across operations and support.
- Keep documentation current
- Identify changes between planning cycles
- Reduce repeated status questions
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation for the monthly enabled type audit.
- 3Choose a recurring cron schedule.
- 4Select the report destination.
- 5Test with one real monthly run.
Questions about this workflow
Who should receive the audit?
Choose the Notis report channel used by the people who maintain document operations.
Can the audit compare prior results?
Notis can summarize returned data, while historical comparisons require prior results supplied or retained by your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docsumo. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
Connect any two apps with Notis in the middle.
0CodeKit and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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