Audit Docsumo document limits quarterly
Keep quarterly planning grounded in the document capacity you actually have.
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
Planning assumptions drift when document limits are checked only after a queue builds up.
- Surface capacity constraints early
- Support realistic document workflow planning
- Share a repeatable audit with stakeholders
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 Docsumo user document types and summarize limits for the next planning cycle.
- 3Pick a quarterly recurring schedule.
- 4Choose where run reports go and test with one real audit run.
Questions about this workflow
Does this change Docsumo settings?
No. It reads and reports the current user document types and limits.
Can it include planned volume?
Yes, if you provide the expected volume in the prompt; Docsumo supplies the available types and limits.
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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