Refresh your deal document inventory
Get a recurring view of Docsumo documents relevant to the deal scope you specify, with results reported for quick review.
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
A deal document inventory can become stale when files arrive between manual review sessions.
- Refresh a document inventory on a recurring schedule.
- Summarize returned documents against supplied deal criteria.
- Keep gaps visible for human review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation describing the inventory scope and summary needed.
- 3Pick a schedule trigger and provide the deal scope or document criteria.
- 4Choose where run reports go.
- 5Test with one real inventory request and verify the returned documents.
Questions about this workflow
Can the workflow detect new documents since the last run?
The action lists documents, but no historical comparison is specified. Provide a prior inventory or other baseline if you need change detection.
Does this fetch deal data from Affinity?
No Affinity lookup action is listed. Include the relevant deal scope in the automation prompt.
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
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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.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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