Check document intake readiness before month end
Prevent month end document surprises with one scheduled check.
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
Month end collection compresses decisions into a few days, when missing document types are costly.
- Catch missing types before collection begins
- Give teams a focused intake plan
- Reduce last minute escalation
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create the automation telling Notis to retrieve enabled Docsumo document types and compare them with the month end intake categories you provide.
- 3Pick a recurring schedule before month end.
- 4Choose where reports go and test with one real scheduled run.
Questions about this workflow
Can Notis know our month end categories automatically?
Only if you include them in the instruction or trigger context.
What if a needed type is not enabled?
The report can flag the gap so your team can decide on a workaround.
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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