Check Docsumo capabilities before the shift
Start the day knowing which document workflows are ready.
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
Busy shift starts leave little time to discover that a required document type is unavailable.
- Catch readiness gaps before peak operating hours
- Give managers one short pre-shift summary
- Plan document work with fewer interruptions
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation asking Notis to list enabled Docsumo document types and flag any categories your prompt names.
- 3Pick a recurring pre-shift schedule.
- 4Choose the report channel and test with one real scheduled run.
Questions about this workflow
Can the schedule match each location's shift?
Use a schedule that fits your operating rhythm; location specific context must be supplied in the prompt or payload.
What happens if a category is missing?
Notis can flag it in the report based on the enabled types returned by Docsumo.
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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