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Review enabled Docsumo document types on a schedule

Have a recurring report show the enabled document types for the Docsumo user, alongside any contact checks you request from Abstract.

Trigger

Recurring schedule

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

Action

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

Why this helps

When document availability is easy to forget, intake planning can rely on stale assumptions about what is enabled.

  • Get a recurring summary of enabled document types.
  • Keep review reminders in the report channel you choose.
  • Include Abstract contact checks when your prompt supplies contact details.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for the recurring review.
  • 3In one instruction, ask Notis to retrieve the enabled Docsumo document types summary and include any Abstract checks for contact details you provide.
  • 4Pick the recurring schedule trigger and choose where run reports should go.
  • 5Test with one real example before relying on the scheduled report.

Questions about this workflow

Does this schedule detect changes as they happen?

No. The cron trigger starts runs on the recurring schedule you choose. The action returns the enabled document types summary at each run.

Can Abstract validate contacts without contact details?

No. Provide the email, phone, IP address, or text needed for the requested Abstract operation in the instruction or workflow input.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Abstract 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

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Table Row

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

ActionInstant

Get External Agents

ActionInstant

Get Table Data

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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