Prepare a Docsumo folder for each filing cycle
Set up recurring folder creation so a filing destination is ready when each cycle begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Folder
Creates a folder for organizing documents.
Why this helps
Recurring filing routines can stall when someone has to remember to create the next folder manually.
- Prepare a folder on a recurring schedule.
- Support a consistent filing routine with a chosen naming instruction.
- Send run reports to a channel you choose.
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 create a Docsumo folder for the filing cycle using the naming instruction you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the folder name and location.
Questions about this workflow
Can it generate a date-based folder name?
You can instruct Notis to use the schedule date in the name, subject to the information available during the run.
Will it file documents into the folder?
No. This action creates a folder only.
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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