Keep your enabled document types in view
Have Notis retrieve Docsumo's enabled document type summary on a schedule and send the result where you review work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
Document workflows can become confusing when nobody has a current summary of enabled classifications.
- Get an at-a-glance view of enabled types.
- Make recurring process reviews easier.
- Keep classification assumptions visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsumo once in the Notis portal.
- 2Create an automation and describe the summary you want to receive.
- 3Ask Notis to retrieve the enabled document type summary from Docsumo.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the automation and review its first summary.
Questions about this workflow
Is this the same as a full document-type list?
This action retrieves an enabled document types summary. Another available action lists enabled document types.
Can the summary tell me which leads have those documents?
No. The action reports enabled types, not document-to-lead relationships.
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.
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Adds an empty row to the end of a database table.
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Lists the user’s available document types and limits.
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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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