Prepare a classification brief on demand
Give every workflow request a clear starting brief based on current Docsumo data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Teams repeat the same capability lookup whenever a new document workflow is discussed.
- Reduce repeated lookups
- Make kickoff discussions faster
- Keep briefs grounded in returned data
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation describing the classification brief.
- 3Choose a webhook trigger.
- 4Choose the report channel.
- 5Test with one new workflow request.
Questions about this workflow
Can the brief include recommendations?
Yes, Notis can summarize implications, while unsupported assumptions should be identified as gaps.
Where does the source data come from?
The source is the Docsumo user document type and user information response.
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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