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Notis

Know which Docsumo document types are ready after a workspace change

A workspace update can change how your agents handle documents. Get a fresh view of Docsumo's enabled types without adding another manual check.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

Why this helps

Workspace changes and document-processing readiness live in separate tools, making it easy to overlook a missing type.

  • Get a current enabled-type summary after a workspace update.
  • Surface gaps for a human to review before relying on document processing.
  • Keep the check and its run report in one automation.

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 type summary and report the results for review.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real workspace-change request.

Questions about this workflow

Does this workflow change Anthropic or Docsumo settings?

No. The selected Docsumo action retrieves an enabled document type summary. It does not update either app.

How does it know a workspace changed?

A webhook starts the automation when an HTTP request is sent to its trigger. You decide what system or process sends that request.

Can it identify an expected type that is missing?

Only if you include the expected document types in the instruction or provide them as context. The enabled-type summary alone does not establish your requirements.

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.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

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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