Plan intake with current classification options
See available document classifications and account limits in one concise report before assigning document work.
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
Teams can plan an intake process around classification options or limits that have changed or were never checked.
- Retrieve available user document types and user information.
- Review account limits alongside planned work.
- Reduce last-minute discovery during an Agiled project.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want.
- 3In one instruction, ask Notis to list available user document types and limits, then summarize implications for the Agiled intake plan you describe.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify the returned details are relevant.
Questions about this workflow
Is this the same as listing enabled document types?
No. This action lists available user document types and user information, including limits. A separate action returns enabled types.
Can the workflow change account limits?
No. It retrieves information for review and does not change account settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsumo. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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