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Review the document classifications available to your account

Request Docsumo's available user document types and get the results organized for a quick review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get User Document Types

Lists the user’s available document types and limits.

Why this helps

Before setting up document processing, you may need to verify which classifications your account supports.

  • Get a readable view of returned document types and user information.
  • Start a lookup from an HTTP request.
  • Make classification availability easier to review.

Setup

Build it in a few focused steps.

  • 1Connect Agentql and Docsumo once in Notis.
  • 2Create an automation in plain language or in Automations, New Automation.
  • 3Tell Notis to retrieve the available Docsumo user document types and summarize the response.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real request and verify the available types in the report.

Questions about this workflow

How is this different from listing enabled types?

This action lists available user document types and user information. Use it to review the returned classifications and limits.

Does the workflow enable a document type?

No. It retrieves information; it does not enable or configure document types.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Docsumo. A trigger fires from one place; an action lands in another.

Agentql triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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