Review Docsumo document readiness every day
Start each shift with a clear view of the document types your team can process.
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
Document capabilities can change while managers are busy running shifts, causing avoidable delays.
- Surface current capabilities on a predictable cadence
- Help managers plan document processing before peak hours
- Create a simple shared readiness report
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create the automation and tell Notis to retrieve enabled Docsumo document types and explain any operational implications for the team.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go and test with one real run.
Questions about this workflow
Does this require a 7shifts event?
No. This version runs on a recurring Notis schedule, so no 7shifts trigger event is required.
Can Notis infer unsupported document types?
No. The report is based on the document types Docsumo actually returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docsumo. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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