Keep new document intake moving
Send an intake webhook and let Notis check Docsumo for documents that need your attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
New uploads can get buried while you switch between intake tools and Docsumo to see what arrived.
- Review documents from one concise run report.
- Spot visible document types and processing statuses faster.
- Reduce manual checking across intake and document systems.
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: check Docsumo for recent documents and summarize their type, status, and visible follow-up needs.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real intake webhook and confirm the report is useful.
Questions about this workflow
Does AimTell start this workflow when a subscriber or campaign changes?
No AimTell trigger events are available here. The workflow starts when an HTTP request reaches its Notis webhook.
Can it identify only the document connected to the webhook?
The listed Docsumo action returns a comprehensive document list. The prompt can use available details to identify relevant records, but the webhook payload must provide a reliable matching clue if needed.
Will it change document data in Docsumo?
No. The selected action lists documents, so the workflow reviews and reports information rather than editing records.
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
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