Keep track of the document types available in Docsumo
Review available user document types on a schedule, including returned information about supported classifications and limits.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
The classifications and limits you rely on can be forgotten between workflow planning sessions.
- Keep a recurring view of returned user document types.
- Review available classifications and limits together.
- Spend less time navigating to find account capability information.
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 available user document types and summarize classifications and returned user information.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the report includes the details you need.
Questions about this workflow
Does this report changes over time?
The action retrieves current availability, but does not provide change history. Supply a saved baseline if you want a comparison.
Does it show enabled types only?
It lists available user document types and user information. For enabled types specifically, use an enabled document types action.
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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