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Notis

Answer document type readiness questions quickly

Send a readiness question and get an answer grounded in Docsumo's enabled type summary.

Trigger

Webhook received

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

Action

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

Why this helps

A simple question about supported classifications can turn into a distracting detour through account settings.

  • Answer focused questions from the returned enabled type summary.
  • Keep classification checks tied to current Docsumo information.
  • Avoid repeated manual navigation for simple readiness requests.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3Describe the outcome: retrieve Docsumo's enabled document type summary and answer the readiness question included with the webhook request.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real question about a known enabled type.

Questions about this workflow

Can the response answer questions about types that are not in the summary?

It should say the returned summary does not establish the answer rather than guess.

Can it enable a type if the answer is no?

No. The selected action retrieves information and cannot change the enabled types.

What triggers the lookup?

An HTTP request starts the Notis webhook automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AimTell 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.

AimTell and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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