Spot document type gaps in Docsumo
Keep supported categories visible so document processing plans do not stall on an unavailable type.
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
Founders can discover too late that a document category used in their parsing process is not available in the target account.
- See available Docsumo classifications in a scheduled report.
- Compare those types with categories supplied in your instruction or Affinda process.
- Notice potential gaps before relying on a document category.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to list Docsumo user document types and compare them with the Affinda document categories you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real category list and review the reported coverage.
Questions about this workflow
Can Notis infer every category used by Affinda?
No. The listed Affinda context provides no trigger events or category feed. Supply the categories to compare in the instruction or the information sent to the automation.
Does this enable missing types in Docsumo?
No. The available action lists user document types; it does not change account configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docsumo. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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