Bring Docsumo table records into a deal review
Ask Notis to retrieve a specified Docsumo table and summarize records against the deal context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Table Data
Retrieves all data from a specified database table.
Why this helps
Relevant structured records can be hard to bring into a deal discussion when they sit in a separate document database.
- Retrieve records from a specified Docsumo table.
- Summarize returned data against the deal context provided.
- Keep table identification explicit instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation describing the table review and the deal context to use.
- 3Pick a webhook trigger and provide the unique Docsumo table identifier.
- 4Choose where run reports go.
- 5Test with one real table and review the returned records.
Questions about this workflow
Can Notis find the right table automatically?
The action requires a specific unique table identifier. Include it in the request or prompt.
Will it add or change records?
No. This action retrieves table data; it does not write or update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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