Set up new intake folders with supported types
Create a folder and immediately know which Docsumo document types fit the work.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
New folders can become catchalls when teams skip a quick classification check.
- Create clearer folder boundaries
- Use current enabled types
- Reduce misrouted paperwork
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docsumo once in Notis.
- 2Create an automation for new intake folders.
- 3Tell Notis to retrieve Docsumo enabled document types and summarize the types that fit the folder name and context.
- 4Pick the ClickUp Folder Created trigger and choose where reports go.
- 5Test with one new folder.
Questions about this workflow
Can it infer the folder purpose?
It can use the folder name and event context, while marking uncertain inferences clearly.
Does it move existing tasks?
No. It only supplies a document type reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Docsumo. A trigger fires from one place; an action lands in another.
Clickup triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Folder Created
Triggers when a new Folder is created.
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Folder Deleted
Triggers when a Folder is deleted.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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