Run a yearly Docsumo document taxonomy review
Start the year with a clean view of the document taxonomy your account 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
Old document taxonomy notes create confusion when new workflows are planned around unsupported or renamed classes.
- Refresh the operating taxonomy
- Surface current limits
- Give planning a reliable starting point
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docsumo in the Notis portal once.
- 2Create an automation named yearly document taxonomy review.
- 3Ask Notis to list Docsumo user document types and limits, then summarize changes or planning implications using the taxonomy notes you provide.
- 4Pick a notis_cron yearly schedule.
- 5Choose the report channel and test with one real run.
Questions about this workflow
Can it compare against last year's taxonomy?
Yes, when last year's taxonomy or report is supplied as the comparison baseline.
Does it update our internal taxonomy automatically?
No. It returns a review summary for you to apply to your internal documentation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Docsumo. A trigger fires from one place; an action lands in another.
1password 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.
1password and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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