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Notis

Keep Docsumo's enabled document types in view

A recurring report makes it easier to notice which document categories are currently available for processing.

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

You may only discover a document type is unavailable when a workflow already needs it.

  • Review enabled types on a regular cadence
  • Reduce last-minute availability checks
  • Keep a concise record of each check

Setup

Build it in a few focused steps.

  • 1Connect Docsumo once in Notis.
  • 2Create an automation for an enabled type audit.
  • 3Describe the outcome: retrieve Docsumo's enabled document types and summarize the available categories in the run report.
  • 4Choose a recurring schedule and report destination.
  • 5Test with one real run.

Questions about this workflow

Does this change which types are enabled?

No. It retrieves the current list of enabled document types for review.

Can this replace a live check when processing a file?

It provides a scheduled snapshot. If you need an immediate check for a particular file, use a webhook workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Docsumo. A trigger fires from one place; an action lands in another.

Airparser 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.

Airparser and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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