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Check which document types are ready

Get a recurring list of document types currently enabled for processing in Docsumo.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Enabled Document Types

Lists document types enabled for the account.

Why this helps

Teams can waste time planning around a document classification that is not currently enabled in their Docsumo account.

  • Check available processing types in a repeatable way.
  • Make planning easier with a compact list.
  • Base readiness checks on current Docsumo results.

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: list Docsumo's enabled document types and summarize what is currently available for processing.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real run and make sure the list is useful.

Questions about this workflow

How is this different from retrieving the enabled type summary?

This action returns a list of enabled document types, while the summary action retrieves an enabled document type summary.

Can the check verify processing quality?

No. It reports enabled types only and does not process or validate documents.

Can I make it recurring?

Yes. Select a recurring Notis schedule when creating the 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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