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Notis

Get a scheduled view of available Docsumo document types

Review available document classifications and stated user limits without repeatedly checking them by hand.

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

Teams can lose time rediscovering supported document classifications and limits when planning upcoming document work.

  • Retrieve available document types and user information in one scheduled run.
  • Make supported classifications and stated limits easier to review.
  • Reduce manual checking during document workflow planning.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to list Docsumo's available user document types and user info for review.
  • 4Choose a recurring Notis schedule, then choose where run reports should go.
  • 5Test with one real example and confirm the report contains the returned types and user limits.

Questions about this workflow

Does this action show enabled types or all available user types?

It lists available user document types and user information, including supported classifications and user limits where returned.

Does Ably start this run?

No. This workflow uses a Notis recurring schedule. Ably is the connected source app, but it exposes no trigger events here.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Docsumo. A trigger fires from one place; an action lands in another.

Ably triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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