Keep enabled Docsumo document types visible
A lightweight recurring inventory helps your team spot availability changes before they surprise a document workflow.
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
Enabled document types can drift from a team's assumptions while nobody owns a routine check.
- Get a recurring list of document types currently enabled in Docsumo.
- Review availability against team expectations in one report.
- Maintain a simple operational check without manual navigation.
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 enabled document types and summarize the inventory for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real inventory check.
Questions about this workflow
Does this compare the inventory with a previous run?
Not by itself. The action returns currently enabled types. Supply a baseline or comparison context if you want Notis to assess changes.
Does it enable or disable types?
No. This action retrieves the current enabled document types and does not change account configuration.
Can I use it for a one-time check?
Yes. You can test it with one real example during setup, or trigger it manually if your automation controls allow that.
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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