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Notis

Stay ahead of affiliate contract follow-up

Review documents on a cadence that suits your program and get a short list of contract items to check.

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

Contract reviews get delayed when nobody has a clear, low-effort way to scan the documents on hand.

  • Turn a recurring document scan into a compact follow-up list.
  • Use your own criteria to identify contract paperwork worth reviewing.
  • Keep contract review connected to affiliate program operations.

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 which affiliate contract documents Notis should surface and summarize.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real example and review the run report.

Questions about this workflow

Can this workflow detect contract renewal dates?

Only if the relevant dates are present in returned Docsumo data or provided context. The listed action retrieves documents; it does not describe a dedicated contract extraction action.

Can I choose a schedule?

Yes. Select a recurring schedule as the Notis trigger when setting up the automation.

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.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

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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