Know which document types Docsumo can process
Get a recurring snapshot of the document classifications enabled in your Docsumo account.
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
It is easy to forget which document categories are currently enabled when planning a document workflow.
- Review enabled classifications in a periodic report.
- Keep document processing assumptions current.
- Avoid manually opening Docsumo just to check availability.
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 enabled Docsumo document types and summarize the results.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the returned classifications.
Questions about this workflow
Does the workflow change enabled types?
No. This action retrieves a list of enabled document types for reporting.
Can I choose how often it runs?
Yes. Choose the recurring schedule when setting up the Notis trigger.
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.
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.
Agentql and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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