Review available document classifications
Keep a scheduled view of Docsumo's available classifications and user limits as your prospect document process evolves.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
It is easy to overlook account limits or classification availability until a document needs processing.
- Review available classifications in one run report.
- Keep user limits visible during process planning.
- Reduce surprises when organizing prospect documents.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsumo once in the Notis portal.
- 2Create an automation by describing the classification and account details to review.
- 3Ask Notis to retrieve Docsumo user document types and user information.
- 4Choose a recurring schedule and report destination.
- 5Test once and check that the returned details answer your readiness questions.
Questions about this workflow
How is this different from checking enabled types?
This action lists available user document types and user information, including user limits. Enabled document types are a separate account-specific listing.
Can this change document type settings?
No. The listed action retrieves information; it does not change settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsumo. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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