Review Docsumo capabilities quarterly
Give roadmap planning a current view of document capabilities and limits.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Roadmaps carry unsupported document promises when capability reviews are irregular.
- Improve roadmap confidence
- Catch capability changes between quarters
- Create a repeatable planning input
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation for the quarterly capability review.
- 3Choose a recurring cron schedule.
- 4Choose the report channel.
- 5Test with one real planning cycle.
Questions about this workflow
What should the report focus on?
Ask Notis to summarize available user document types, classifications, and limits relevant to your roadmap.
Can it analyze unsupported types?
No. Unsupported needs should be called out as gaps for separate investigation.
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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