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Notis

Know which Docsumo document types are enabled

Get a simple scheduled reminder of the document types currently available to your account.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Enabled Document Types

Lists document types enabled for the account.

Why this helps

It is easy to plan around a document category without noticing that it is not enabled for processing.

  • See the enabled document type list returned by Docsumo.
  • Keep a recurring visibility check without opening settings manually.
  • Spot a possible mismatch between expected and enabled categories.

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 enabled-type check.
  • 3Tell Notis to list enabled Docsumo document types and summarize the returned categories.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real example and confirm the list is readable.

Questions about this workflow

Does this change which document types are enabled?

No. It retrieves and summarizes the current enabled list.

Can it tell whether a missing type should be enabled?

It can compare the returned list with expectations you provide, but it cannot infer your account requirements.

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.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

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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