Keep Docsumo’s enabled document types visible
Get a periodic snapshot of enabled document types without leaving your regular work view.
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
It is easy to lose track of which document types Docsumo currently has enabled when document requests arrive through WhatsApp.
- See the enabled document types in a regular run report.
- Reduce context switching when checking Docsumo configuration.
- Review the current summary before acting on document requests.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel, and give it a name.
- 3In one instruction, ask Notis to retrieve Docsumo’s enabled document types and summarize the result.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Does this automation process documents?
No. It retrieves a summary of enabled document types using Docsumo’s Get Enabled Document Types action.
Does it start when a WhatsApp message arrives?
No. This workflow uses a recurring Notis schedule because no 2chat trigger events are listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docsumo. A trigger fires from one place; an action lands in another.
2chat 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.
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Connect any two apps with Notis in the middle.
2chat and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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