Skip to content
Notis

Your Docsumo always
one message away

Use Notis from your messaging apps by voice or text to find Docsumo documents, create folders, retrieve table data and request bank statement analysis.

Mailchimp

Docsumo

What it does

Six ways to run it from a message.

Drive it by message when you need it, or put it on autopilot.

01 · The remoteDrive Docsumo by messageYour least-resistance path to capture, update and query.

Create folders from chat

Turn a voice memo into a Docsumo folder: "Create a folder called October invoices."

Add a table row

Extend an existing Docsumo table by message: "Add an empty row to my supplier table."

Find your documents

Ask "Which documents are in my Docsumo account?" and Notis retrieves the list for you.

02 · The autopilotPut Docsumo on autopilotRecurring workflows that run without you.

Get scheduled document summaries

Receive a weekly summary of your Docsumo document list and selected table data in your messages.

Schedule bank statement analysis

Have Notis run Docsumo merchant cash advance analysis on bank statements each month and message you the results.

Bring document data into reviews

Retrieve Docsumo table data for a Google Sheets review, then send the findings to Slack.

Channels

Docsumo, from anywhere you
message.

Pick the channel you already live in. Notis turns it into a fully native Docsumo remote.

Telegram

Voice-first Docsumo bot. Record, tag, file.

WhatsApp

WhatsApp business or personal, both work.

Slack

Slash-command your way through any workspace.

iMessage

Native bubbles. iPhone, iPad and Mac.

Gmail

Forward emails. Get them filed in Docsumo.

Notis Desktop

Run from Notis desktop with hotkeys & history.

Popular workflows

What people automate with
Docsumo + Notis.

Check document intake options when a Notion request arrives

When a new intake request is added to Notion, retrieve Docsumo's enabled document types so the team can see which document categories are ready for processing.

Answer document type questions from Slack

When a teammate asks which document classifications are available, retrieve Docsumo's user document types and share the relevant answer in the run report.

Check enabled document types from Telegram

Ask your Telegram bot which document types are enabled and get a concise answer in the chosen run-report channel.

Discover Docsumo document types for new Linear work

When a Linear issue is created, check which document classifications are available in Docsumo and return the list for deciding how the request should be handled.

Check Docsumo Types After an Airtable Schema Change

When an Airtable base schema changes, retrieve Docsumo's available document types and user limits to help review whether the intake setup still fits.

Run an MCA review from an Asana request

When a task comment requests an MCA review, use Docsumo to analyze bank statements that have already been processed there.

Trigger / Action

Supported triggers and
actions

Notis builds workflows that link this app to anything else. A trigger fires from one place; an action lands in another.

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Webhook trigger

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

TriggerInstant

Start saving time today.

Connect in 60 seconds. No DIY, no maintenance, no setup tax.