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Create a Docsumo folder when a review begins

Start a new review with a dedicated Docsumo folder, created from a simple Notis request.

Trigger

Webhook received

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

Action

Create Folder

Creates a folder for organizing documents.

Why this helps

Setting up folders by hand adds small bits of admin exactly when a new review already needs attention.

  • Create an organizing folder from a simple request.
  • Give a new review a clear place for documents.
  • Reduce repetitive setup steps in Docsumo.

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: create a Docsumo folder for the specified document category or review.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example by requesting a folder for a review.

Questions about this workflow

Does this workflow create the folder automatically?

Yes. The selected Docsumo action creates a folder for organizing documents.

Does it move documents into the folder?

No. The available action creates a folder; it does not describe moving or uploading documents.

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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