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Know which document types are enabled in Docsumo

Get a recurring snapshot of Docsumo's enabled document types to make supported categories easier to keep in view.

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 easy to lose track of which document categories are enabled when configuration details live in another app.

  • See an enabled types summary without a manual lookup.
  • Keep available processing categories visible in a report.
  • Make periodic account checks easier to remember.

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 the enabled document types summary and present the available categories.
  • 4Pick the recurring schedule trigger and choose where run reports should go.
  • 5Test with one real example by retrieving the enabled types summary.

Questions about this workflow

Is this the same as listing all document types?

No. This action retrieves a summary of enabled document types. Docsumo also has a separate action to list available user document types.

Does the action change which types are enabled?

No. It retrieves a summary and does not change account settings.

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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