Build a quarterly user type inventory
Bring a current classification inventory into every quarterly operations review.
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
Quarterly planning relies on stale lists when the document type inventory is not refreshed.
- Refresh planning inputs on time
- Reduce stale inventory risk
- Make quarterly reviews more concrete
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation describing the quarterly inventory.
- 3Choose a recurring cron schedule.
- 4Choose where the report should go.
- 5Test with one real operations review.
Questions about this workflow
What should the inventory summarize?
Ask Notis to summarize user document types, classifications, and limits returned by Docsumo.
Can the inventory include internal categories?
Only categories supplied by your process or returned by Docsumo can be included.
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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