See which Docsumo document types are enabled
Get a scheduled snapshot of the document types enabled in Docsumo, so you can review the current setup without remembering to check manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
It is easy to lose track of which document types are enabled when document workflows change over time.
- Receive a recurring summary of enabled document types.
- Make changes in document coverage easier to notice.
- Keep the summary in the report channel you already monitor.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to retrieve and summarize Docsumo's enabled document types.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run and confirm the summary is useful.
Questions about this workflow
Does the action change enabled document types?
No. It retrieves a summary of enabled document types for the user.
Can this tell me about every supported document type?
This action summarizes enabled types. Use the separate user document types action when you need the available classifications and user information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docsumo. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
New Email Received
Trigger for new emails in an AgentMail inbox
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Connect any two apps with Notis in the middle.
Agent mail and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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