Check available Docsumo classifications during agent reviews
Before relying on a document classification in an agent workflow, get Docsumo's available types and user limits in the same review.
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
Teams can plan around a document classification without first checking what their Docsumo account supports.
- Retrieve available user document types and user information.
- Include account limits in an agent capability review.
- Make unsupported classification assumptions easier to catch.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Docsumo's available user document types and limits, then summarize them for the agent review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real agent-change review request.
Questions about this workflow
Does the workflow inspect Anthropic agent settings?
No Anthropic trigger events are available for this pair. A Notis webhook starts the automation, and the Docsumo action retrieves user document types and limits.
Can it confirm that a particular type is enabled?
This action lists available user document types and user information. For an enabled-type check, use an enabled document type action instead.
Where does the trigger request come from?
A webhook begins the run when an HTTP request reaches it. Your team or a system you control must send that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docsumo. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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