Start the day with a clear view of your Docsumo documents
See the documents that need attention without opening Docsumo and searching by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
Document work can sit unnoticed when you have to remember to check several statuses and folders.
- See document status and type in one run report.
- Surface items that may need follow-up based on returned data.
- Reduce the need to revisit Docsumo just to check the queue.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and name it for your daily document review.
- 3Tell Notis to list Docsumo documents and summarize their returned status, type, folder, and creation details, calling out items that may need attention.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Does this workflow process or change documents?
No. It lists documents and summarizes the information Docsumo returns.
Can it identify overdue documents?
Only if the returned data includes a relevant date or you provide the rule for what counts as overdue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsumo. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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