Skip to content
Notis

Review your Docsumo classification inventory

Keep your document classification inventory easy to find and ready for planning.

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

Document operations become brittle when classification coverage and limits live in scattered notes.

  • Maintain a recurring source of truth
  • Spot inventory changes sooner
  • Make capacity planning easier

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docsumo once in Notis.
  • 2Create an automation describing the weekly inventory report.
  • 3Choose a recurring cron schedule.
  • 4Pick the channel for run reports.
  • 5Test once and confirm the inventory is readable.

Questions about this workflow

How often should this run?

Choose a weekly cron cadence or another recurring schedule that fits your planning cycle.

Does it process documents?

No. It lists available user document types and related limits.

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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.