Review available Docsumo document types and account limits
Keep an occasional view of supported document classifications and user limits without digging through account details.
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
Capability and limit details can be easy to forget when planning a new document workflow.
- Review available user document classifications.
- Include user information returned by Docsumo.
- Keep a recurring account capability check in your reports.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and name it for the monthly capability review.
- 3Tell Notis to retrieve Docsumo user document types and user information, then summarize the returned types and limits.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the result contains the details you need.
Questions about this workflow
Is this the same as listing enabled types?
No. This action lists available user document types and user information, including user limits.
Will this recommend a plan or account change?
It can compare returned limits with criteria you provide, but it cannot infer what capacity your work requires.
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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