Check Docsumo user document types against Airtop findings
When a document classification question appears during web research, get Docsumo's available user types and account information in a run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Document Types
Lists the user’s available document types and limits.
Why this helps
A researched document can raise account-specific classification questions that take time to answer by hand.
- Retrieve user document types and user information when needed.
- Compare a research finding with the available account classifications.
- Keep the check and its outcome together in the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Docsumo user document types and account information for a category found by Airtop.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real category as a test and review the returned information.
Questions about this workflow
Is this the same as listing enabled document types?
No. This action lists available user document types and user information. Another action retrieves enabled types.
Will this change account limits or classifications?
No. The action is for retrieving information, not changing account configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docsumo. A trigger fires from one place; an action lands in another.
Airtop 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.
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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.
Airtop and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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