Make document exceptions easier to investigate
When an exception needs a closer look, run a document review against your rules and receive a focused report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
Exceptions demand attention, but finding the relevant paperwork often means reopening the same document lists and context.
- Start exception review on demand.
- Apply your own exception criteria to returned document information.
- Get an actionable summary for human investigation.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the exception rules and what Notis should include in its review report.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Can the workflow detect exceptions in document contents?
The chosen action lists documents and may return document metadata. It does not specify content extraction, so provide available data or select criteria that can be evaluated from returned records.
Will it resolve an exception automatically?
No. It flags potential cases for review and reports findings; the listed action does not change documents or Adtraction transactions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docsumo. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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