Keep your enabled type list easy to check
Replace an occasional settings hunt with a short report of the document types currently enabled in Docsumo.
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
A stale understanding of enabled document types can slow down document intake and project setup.
- Retrieve the list of currently enabled document types.
- Make intake readiness checks part of a routine.
- Share a concise summary with the people planning 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 enabled Docsumo document types and summarize them for the Agiled work you identify.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the result is clear to your team.
Questions about this workflow
Why use this instead of the enabled document type summary?
This action returns a list of enabled types. The summary action provides an enabled document types summary.
Does it add or remove enabled types?
No. It only retrieves the current list.
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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