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Notis

Create a folder when a new category arrives

Send a category name with your webhook and let Notis create the corresponding folder in Docsumo.

Trigger

Webhook received

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

Action

Create Folder

Creates a folder for organizing documents.

Why this helps

A new document category can get stuck waiting for someone to switch tools and create its folder by hand.

  • Create a Docsumo folder from an upstream request.
  • Keep document organization moving during intake setup.
  • Get a run report confirming the result.

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: create a Docsumo folder using the category name supplied with the webhook request.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real category name and confirm the folder was created.

Questions about this workflow

Where should the folder name come from?

Supply the category name in the webhook request or the automation's run context.

Will the workflow move documents into the folder?

No. The listed action creates a folder; it does not move documents.

Can it avoid duplicate folders?

The listed action creates a folder and does not specify duplicate checking. Include an appropriate review or deduplication instruction only if the run context provides the information needed.

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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