Check whether enabled types fit your intake
Put Docsumo's enabled type summary beside the intake categories your team cares about.
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
A mismatch between the documents your team receives and available classifications can surface late, when people are already waiting.
- Review enabled classifications against known intake needs.
- Highlight potential gaps using the categories you supply.
- Make classification readiness easier to revisit.
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 type summary and compare it with the intake categories you provide, listing possible gaps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the supplied categories are included in the comparison.
Questions about this workflow
Where do intake categories come from?
Provide the categories in the automation prompt or run context. Docsumo's enabled type summary does not describe your team's intake needs.
Can Notis enable a missing type?
No. The selected action retrieves a summary only.
Are the gaps definitive?
They are a comparison between the supplied needs and the returned enabled summary. Review ambiguous naming before taking action.
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.
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.
AimTell and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.