Keep a scheduled Docsumo capability summary
Give your team a dependable recurring view of what Docsumo can process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Capability changes are easy to miss when nobody owns a regular review.
- Catch capability changes sooner
- Create a regular operational record
- Reduce surprise intake failures
Setup
Build it in a few focused steps.
- 1Connect Docsumo in Notis once.
- 2Create an automation that summarizes enabled Docsumo document types and calls out changes from the prior report if that baseline is supplied.
- 3Pick a Notis cron schedule.
- 4Choose the report channel, then test with one manual run.
Questions about this workflow
Can it detect changes automatically?
It can compare against a baseline you provide or report the current summary for your team to review.
How often should it run?
Choose a cadence that matches how often your Docsumo configuration changes.
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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