Find document type coverage gaps early
Give Notis the list of types your workflows depend on and get a recurring check against Docsumo's enabled types.
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 missing document type may go unnoticed until a workflow is already waiting on it.
- Compare enabled types with a requirements list supplied to Notis.
- Get a scheduled report of types that do not appear in the current list.
- Make document readiness checks predictable.
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 types and compare them with the required types you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and a representative requirements list.
Questions about this workflow
Where does the requirements list come from?
Supply the required document types in your prompt or another input available to the automation.
Does this action return all user type details and limits?
No. It retrieves the list of types currently enabled for the account.
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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