Review enabled Docsumo document types every morning
Start the day with a current view of the document types your account can accept.
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
Teams waste time guessing whether intake requirements are supported today.
- Create a predictable morning check
- Catch capability changes early
- Reduce repeated manual lookups
Setup
Build it in a few focused steps.
- 1Connect Docsumo in the Notis portal.
- 2Create an automation asking Notis to retrieve and summarize enabled Docsumo document types.
- 3Choose a Notis cron trigger and set the daily schedule.
- 4Choose the report channel and test with one scheduled run.
Questions about this workflow
How often does it run?
It runs on the recurring schedule you choose for the Notis cron trigger.
Does it analyze documents?
No. It retrieves the enabled document type summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Docsumo. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Connect any two apps with Notis in the middle.
Fireflies and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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