Know which document types are enabled
Get a scheduled snapshot of the document types currently enabled in Docsumo and review the coverage in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Why this helps
It is easy to assume a document type is ready for processing without checking the account's current enabled list.
- Review the enabled type summary on a schedule.
- Spot coverage information that may affect upcoming work.
- Keep the result in a Notis run report for quick reference.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve the enabled document type summary and explain what types it reports.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and verify the summary against Docsumo.
Questions about this workflow
Does this enable or disable document types?
No. The selected action retrieves a summary and does not change Docsumo settings.
Can the report tell me if a missing type can be enabled?
It can report what Docsumo returns. Availability or account limits may require checking Docsumo directly or using the separate user document types action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docsumo. A trigger fires from one place; an action lands in another.
AnyDB 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.
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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.
AnyDB and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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