Prepare the next folder before documents arrive
For a recurring process, let Notis create the folder you name ahead of the next round of document organization.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
A folder can be easy to forget when a recurring period or category begins, leaving documents without an obvious place.
- Create a Docsumo folder at a planned point in a recurring process.
- Use a category or period name supplied to the automation.
- Reduce manual setup before documents are organized.
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 which folder name or naming context to use when the scheduled run occurs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the created folder name is suitable.
Questions about this workflow
Can the schedule automatically invent a period-based folder name?
Include the naming rule and required date context in the prompt. Confirm the generated name in your test run.
Will documents be placed in the folder automatically?
This action creates a folder. It does not move documents into it.
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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