Get a recurring inventory of enabled document types
A scheduled inventory helps keep the document categories available for processing easy to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Enabled Document Types
Lists document types enabled for the account.
Why this helps
A growing list of document types can become hard to keep in working memory without a regular review.
- Retrieve the list of document types currently enabled in Docsumo.
- Make the processing inventory easier to review on a routine schedule.
- Share the output through the selected Notis report channel.
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 list enabled Docsumo document types and summarize the inventory for review.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go and test with one real run.
Questions about this workflow
How is this different from the enabled types summary action?
This action retrieves a list of enabled document types. The summary action retrieves an enabled document types summary.
Can it compare the inventory with a prior run?
The action provides the current list. A historical baseline is not specified, so provide one if you want a comparison.
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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