Inventory Docsumo classifications before an audit
Go into an audit knowing what your document system supports.
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
Audits expose gaps faster when teams do not have a current classification inventory.
- Prepare an evidence oriented document inventory
- Identify capacity questions before the audit
- Give auditors a current system view
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation instructing Notis to list Docsumo user document types and limits and format the result for the upcoming audit.
- 3Pick a recurring schedule tied to the audit date.
- 4Choose the report destination and test with one real run.
Questions about this workflow
Does this validate the source documents?
No. It inventories Docsumo's available classifications and user limits.
Can audit requirements be included?
Yes. Add the requirements in the plain language instruction for a focused report.
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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