Keep the Docsumo classification catalog current
Make classification options easy to find before the next intake request arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Teams rely on outdated classification notes when account options change over time.
- Maintain current classification context
- Surface account limits regularly
- Reduce stale internal documentation
Setup
Build it in a few focused steps.
- 1Connect Docsumo in Notis once.
- 2Create an automation that reports available user document types, user information, and limits.
- 3Pick a Notis cron schedule.
- 4Choose where reports go, then test with one manual run.
Questions about this workflow
Can the report focus on one team?
Yes. State the audience and the classification details that matter in the automation instruction.
Does this create new Docsumo types?
No. It reports the available types returned by Docsumo.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Docsumo. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Connect any two apps with Notis in the middle.
Discord and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docsumo.