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Check Docsumo document types before planning a workflow

Get a current view of available classifications and user limits before deciding how to organize document work.

Trigger

Webhook received

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

Action

Get User Document Types

Lists the user’s available document types and limits.

Why this helps

Planning around unsupported document categories or overlooked limits can create avoidable rework.

  • Review available classifications from a single request.
  • See user limit information returned by Docsumo.
  • Plan document workflows with current account details.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Docsumo once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language.
  • 3Describe the outcome: retrieve available user document types and limits, then summarize them for planning.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example by requesting the capability review.

Questions about this workflow

What information does this action retrieve?

It lists available user document types and user information, including limits.

Does it classify or process a document?

No. This action retrieves the available classifications and user information; it does not process a document.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Docsumo. A trigger fires from one place; an action lands in another.

Ai ml api 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.

Ai ml api and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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