Review classification capacity monthly
Keep classification plans tied to the current Docsumo account capacity.
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 plan around stale classification assumptions when nobody owns a recurring capacity check.
- Keep capacity assumptions current
- Support predictable planning
- Reduce last minute classification surprises
Setup
Build it in a few focused steps.
- 1Connect Docsumo in the Notis portal.
- 2Create an automation instructing Notis to retrieve and summarize user document types, classifications, and limits.
- 3Choose a monthly Notis cron trigger.
- 4Choose the report channel and test with one scheduled run.
Questions about this workflow
Who can use the report?
Any team that needs a current reference for supported classifications and user limits can receive it.
Does it compare past months?
No. It reports the current information returned by Docsumo unless you provide historical context separately.
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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