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Notis

Add Docsumo type guidance to new tasks

Help the next task owner start with the right document categories.

Trigger

New Task Created

Triggers when a new task (action item) is created in Confluence.

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

Tasks are assigned without the classification context needed to finish them quickly.

  • Reduce clarification messages
  • Give assignees useful context
  • Prevent unsupported intake

Setup

Build it in a few focused steps.

  • 1Connect Confluence and Docsumo once in Notis.
  • 2Create an automation named Task type guidance.
  • 3Tell Notis to retrieve Docsumo user document types and summarize the categories and limits relevant to the new task.
  • 4Pick New Task Created as the trigger.
  • 5Choose a report channel and test with one real task.

Questions about this workflow

Does it assign the task?

No. The task remains in Confluence; the workflow supplies guidance.

What if no relevant type is found?

Flag the task for clarification and show the closest available categories.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Confluence to Docsumo. A trigger fires from one place; an action lands in another.

Confluence 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

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Attachment Added

Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.

TriggerPolling

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.

ActionInstant

Blog Post Added to Label

Triggers when a new blog post is added to a specific label in Confluence.

TriggerPolling

Blogpost Inline Comment Added

Triggers when a new inline comment is added to a Confluence blog post.

TriggerPolling

Blog Post Like Count Changed

Triggers when a Confluence blog post's like count changes (someone likes or unlikes).

TriggerPolling

Blog Post Updated

Triggers when a Confluence blog post is updated (any edit that creates a new version).

TriggerPolling

Content Restrictions Changed

Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.

TriggerPolling

Connect any two apps with Notis in the middle.

Confluence and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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