See the document queue by status
Get a status-grouped view of Docsumo documents when your intake process signals it is time to review.
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
A flat list of documents makes it harder to see where review effort should go first.
- Group returned documents by visible status.
- Make a review queue easier to scan.
- Focus follow-up on records with statuses that need attention.
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 document list and group returned records by visible status for review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real webhook and review the status groups.
Questions about this workflow
Does this change a document's status?
No. It groups information returned by the document list action.
What if a document has no status?
The report can call out a missing status when that is visible in the returned data.
Can the webhook target a specific queue?
Include any relevant clue in the request, but the action retrieves a comprehensive document list. Filtering depends on information available in the returned records and run context.
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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