Know which document types are enabled
Get a scheduled snapshot of the document classifications your Docsumo account currently has enabled.
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 available classifications and discover a gap only when a document workflow needs one.
- See the enabled type summary without navigating Docsumo.
- Keep a recurring reference for intake planning.
- Notice whether a needed classification is absent from the returned summary.
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 highlight the classifications available.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the returned summary is clear.
Questions about this workflow
Does this workflow enable or disable document types?
No. The selected Docsumo action retrieves a summary only; it does not change account settings.
Can I use a schedule that fits our review routine?
Yes. Choose a recurring schedule when setting the trigger in Notis.
Will the report include classifications Docsumo does not return?
No. The report is based on the enabled type summary returned by Docsumo.
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.
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.
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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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