Keep Docsumo's enabled document types close to your sent work
When you send an email, have Notis retrieve a summary of the document types enabled in Docsumo and place the result in your run report.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Finding which document types are enabled can interrupt follow-up work after sending an important message.
- Retrieve a summary of enabled document types after a sent message.
- Keep the information available in a run report.
- Avoid a separate manual lookup in Docsumo.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to retrieve and summarize Docsumo's enabled document types when you send an email.
- 4Pick the Email Sent trigger and choose where run reports go.
- 5Test with one real sent message and review the report.
Questions about this workflow
Does this run when an email is received?
No. It uses Gmail's Email Sent trigger, which fires for a message sent by the authenticated user.
What information does the Docsumo action return?
It retrieves a summary of document types enabled for the user.
Does it send or label email?
No. This workflow reads the sent-message event and retrieves a Docsumo summary. The listed action does not send or label email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docsumo. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Connect any two apps with Notis in the middle.
Gmail and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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