See the affiliate documents you have on hand
Replace a manual browse with a scheduled inventory summary of the relevant Docsumo documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
It is difficult to know what paperwork is available without opening and scanning document lists one by one.
- Get a regular inventory summary from the document list.
- Highlight document categories or records that merit a closer look.
- Reduce time spent browsing documents for a broad overview.
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 affiliate document inventory summary you want Notis to produce.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Will the inventory include documents outside affiliate operations?
The action lists all documents. Tell Notis how to identify relevant items using returned information; any missing relationship to Adtraction must be supplied as context.
Can the summary tell me whether anything is missing?
It can flag apparent gaps against criteria you provide. The apps do not provide a canonical expected-document checklist in the listed actions.
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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