Stay on top of your Docsumo document inventory
Get a regular snapshot of the documents in Docsumo, with the useful details gathered into one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
A growing document queue is easy to forget when checking it depends on remembering to open another app.
- Receive an inventory without remembering to check manually.
- Review listed document types and statuses in one report.
- Keep routine document oversight on a predictable schedule.
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 Docsumo document list and summarize its available types and statuses.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example by running the inventory workflow.
Questions about this workflow
Can I choose how often it runs?
Yes. Choose a recurring schedule as the trigger when creating the automation.
Does the inventory include fields Docsumo does not return?
No. The summary is limited to information available from the document list action.
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.
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.
Ai ml api and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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