Keep document workflow readiness current
Schedule a periodic check of enabled Docsumo document types so deal planning uses the account's current processing options.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Enabled Document Types
Lists document types enabled for the account.
Why this helps
Document workflow assumptions can go stale as account settings and team processes change.
- Refresh awareness of currently enabled document types.
- Use a recurring check to support workflow planning.
- Make account configuration changes easier to notice in run reports.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation to retrieve enabled document types for deal workflow readiness.
- 3Pick a schedule trigger and state what changes or gaps to call out.
- 4Choose where run reports go.
- 5Test once and verify the returned enabled type list.
Questions about this workflow
Does this compare settings with a previous run?
The listed action retrieves the currently enabled types. A historical baseline is not specified, so provide one if you need change detection.
Does it make configuration changes?
No. It lists enabled document types and does not alter Docsumo settings.
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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