Keep your Docsumo document inventory in view
Bring the current Docsumo document list into a recurring review so you can spot what needs attention after web research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List All Documents
Lists documents in the account.
Why this helps
Documents and web findings can pile up in separate places without a dependable review point.
- Retrieve the available Docsumo document inventory on a recurring schedule.
- Review documents and Airtop findings in one run report.
- Make document follow-up part of a predictable routine.
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 the Docsumo document list and summarize it for review alongside your Airtop site checks.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run it once and check the report against a real Docsumo inventory.
Questions about this workflow
Can this workflow filter documents by status or date?
The listed action supports filtering by type, status, creation date, folder, or keyword. Tell Notis which available criteria to use in the instruction.
Does the schedule make Airtop browse automatically?
No. Airtop has no listed trigger event. This workflow schedules a Docsumo inventory review; include Airtop findings when they are available to the automation.
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.
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.
Airtop and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.