Keep document activity from slipping out of view
A recurring document review puts the latest records and their available statuses into a regular Notis report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
Document queues are easy to overlook when checking for updates requires opening another tool and scanning records.
- Review documents returned by Docsumo on a regular cadence.
- Summarize available document status and metadata in a run report.
- Use returned dates, types, folders, or keywords to focus the review when available.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve Docsumo's document list and summarize the returned records and available statuses for review.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go and test with one real run.
Questions about this workflow
Can I specify which documents to fetch?
The listed action supports retrieving, filtering, or searching by type, status, creation date, folder, or keyword. Describe the criteria in your instruction.
Will Notis know which documents are newly changed?
The action returns documents, but a prior-state baseline is not specified. Supply one if you need change detection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docsumo. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Accredible certificates and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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