Keep classification options easy to check
A recurring snapshot of available document types and limits can make planning less dependent on scattered notes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
Teams can make plans using stale assumptions about which document types or limits are available.
- Get available user document types and user information on a schedule.
- Surface limits returned by Docsumo for planning.
- Keep a regular review from becoming another manual reminder.
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 user document types and limits and summarize the details you need to review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report includes the relevant returned information.
Questions about this workflow
Does this action list types that are currently enabled?
It lists available user document types and user information. Use Get Enabled Document Types or List Enabled Document Types for enabled types.
Can it alert me only when a limit changes?
To identify changes, provide prior results or saved history for Notis to compare with the current response.
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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