See which affiliate documents may need attention
Get a scheduled status review based on the document information Docsumo returns, with unclear or missing status called out.
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 takes repeated manual checks to spot paperwork that may still need processing or attention.
- Review returned document status information in one report.
- Highlight records whose status merits a closer look.
- Call out missing status information rather than guessing.
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.
- 3Ask Notis to summarize available statuses and identify affiliate documents needing review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Which statuses can the workflow inspect?
It can only analyze status information present in the records returned by Docsumo. The action description does not enumerate status values.
Will it change a document's status?
No. The selected action lists documents; it does not update document processing status.
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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