Know which document types are enabled
Get a clear snapshot of Docsumo's enabled document types before planning document-heavy work in Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
It is hard to plan intake when nobody is sure which document types are enabled.
- See Docsumo's enabled document type summary in a report.
- Spot possible intake coverage gaps early.
- Keep document planning close to your Agiled work.
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 the outcome in plain language.
- 3In one instruction, ask Notis to retrieve the enabled document type summary and report types relevant to your upcoming Agiled work.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the summary contains the details you need.
Questions about this workflow
Does the workflow enable missing document types?
No. This action retrieves a summary. It does not change Docsumo settings.
Can Notis determine which types my team needs?
Only if you describe your needs or provide that context. The action returns enabled types, not your business requirements.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.