Classify every new document task quickly
Turn a fresh ClickUp intake task into a clear Docsumo classification plan.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
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.
Why this helps
New document tasks often sit unclassified while teams decide what Docsumo can recognize.
- Reduce intake decisions
- See available user document types
- Keep classification work tied to the source task
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docsumo once in Notis.
- 2Create an automation and name it for document intake classification.
- 3Tell Notis to inspect each new task and use Docsumo to find the best available document types, then summarize the recommendation.
- 4Pick the ClickUp Task Created trigger and choose where run reports go.
- 5Test with one real document intake task.
Questions about this workflow
What does Docsumo return?
It returns the available user document types and related user information for classification planning.
Can this process the file itself?
No. This workflow discovers classifications from the task context; document processing must happen through a supported Docsumo flow.
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.
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
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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