Know which document types are available for compliance reviews
Have Notis periodically retrieve Docsumo's available document types and user information, then summarize how they relate to the document categories you specify for 21risk compliance work.
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
It is easy to plan a compliance checklist around document categories without checking whether they are available in the connected document account.
- Retrieve available user document types and user information on a recurring schedule.
- Compare results with document categories you name in the automation instruction.
- See reported limits or gaps without manually revisiting the document type list.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docsumo once in the Notis portal.
- 2Create a Notis automation and name the recurring readiness review.
- 3Tell Notis which compliance document categories to check against Docsumo's returned types and how to summarize any gaps or limits.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real compliance document list and review the returned comparison.
Questions about this workflow
Does this workflow update a 21risk checklist?
No checklist update action is listed. It retrieves Docsumo's available user document types and user information, then can summarize them against categories you provide.
Can it identify every document classification Docsumo supports?
The action is described as listing available user document types and user information, including supported classifications and user limits. The workflow can report only what the action returns.
Can the workflow infer which document types a compliance program needs?
No. Specify the categories you need in the automation instruction. Notis can compare those with returned Docsumo information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docsumo. A trigger fires from one place; an action lands in another.
21risk 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.
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Connect any two apps with Notis in the middle.
21risk and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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