Keep document type readiness in view
A recurring check helps you notice when the available document types may not match the workflows you rely on.
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
Document classification requirements can drift while nobody has a clear reminder to check readiness.
- Get a recurring summary of enabled Docsumo document types.
- Compare available types with requirements included in your prompt.
- Make readiness checks part of a routine instead of relying on memory.
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 retrieve enabled document types and compare them with your stated requirements.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report reflects the requirements you provided.
Questions about this workflow
Does this retrieve every possible Docsumo classification?
This action retrieves the enabled document types summary. Use the separate user document types action if you need the available user document types and user information.
Can Notis tell whether the enabled list changed since the last run?
Provide the previous list or saved history if you want a comparison. The action returns the current summary.
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.
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Creates a folder for organizing documents.
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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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