Know which document types are enabled
Keep your document review grounded in the classifications Docsumo currently makes available to your account.
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
Teams can plan a document workflow around a classification that is not enabled for their Docsumo account.
- Check enabled classifications on a regular schedule.
- See which document categories are available before planning a review.
- Avoid assumptions about account-specific document type availability.
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 enabled Docsumo document types relevant to your affiliate workflow.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Does this list every supported document classification?
This action retrieves enabled document types summary. It does not claim to list all possible user document types or account limits.
Why include Adtraction in the setup?
Adtraction is the source side of this workflow package, but it has no listed trigger events. The workflow uses a Notis schedule and checks Docsumo.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.