Prepare a Docsumo folder for each recurring cycle
Have the folder for the next known document cycle ready without adding another setup task to your checklist.
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
A recurring intake period can start with documents arriving before anyone has created the folder to organize them.
- Create a named folder in Docsumo on a schedule.
- Prepare a known recurring filing location in advance.
- Receive a run report noting the creation result.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and specify the folder name and purpose.
- 3Tell Notis to create that folder in Docsumo for the upcoming cycle.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the folder is created as expected.
Questions about this workflow
Can this guarantee the folder will be unique each cycle?
Use a naming pattern you specify. The provided action creates a folder, but uniqueness behavior is not described.
Does creating the folder move documents into it?
No. The action creates a folder for organizing documents; moving documents is not included in the listed action.
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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