See Docsumo's available user document types regularly
Keep current classification options in a scheduled report, without opening another tool during your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
Classification options and user limits can be hard to recall when planning document intake.
- Review available classifications in one report
- See user information returned by Docsumo
- Reduce repeated manual lookups
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation for a recurring classification review.
- 3Describe the outcome: retrieve Docsumo's available user document types and relevant user information, then summarize it in the run report.
- 4Choose a recurring schedule and where reports should go.
- 5Test with one real run.
Questions about this workflow
Does this list only enabled document types?
This action lists available user document types and user information. Use the enabled-types actions for the enabled list.
Does the report change the available types?
No. It retrieves information for review.
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.
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.
Airparser and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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