Start with the documents that matter
A short scheduled scan can bring important documents to the top of your day, so you spend less time searching and more time deciding.
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
A growing document list makes it easy to overlook a file that needs review or follow-up.
- Get a recurring digest from the Docsumo document list.
- Ask Notis to highlight documents by type, status, date, folder, or keyword when available.
- Reduce manual searching at the start of the day.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docsumo once in the Notis portal.
- 2Create an automation with a name and prompt from any channel, or in Automations, New Automation.
- 3Tell Notis to review Docsumo's document list and report files matching your priorities.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and adjust the prompt if the digest needs a different focus.
Questions about this workflow
Can I choose how often the scan runs?
Yes. Pick a recurring schedule as the trigger when creating the automation.
Can the scan compare this list with yesterday's results?
Only if the prior results or comparison history are supplied to Notis. The listed action retrieves the current document list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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