Get a scheduled inventory of Docsumo document types
Set a recurring check that gathers Docsumo's available document types and account information into a report you can review when convenient.
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
Remembering to check available document classifications can slip when your attention is focused elsewhere.
- Run a recurring inventory of available document types.
- Include user information provided by Docsumo.
- Choose a report channel that suits your review routine.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve Docsumo's available document types and user information and summarize them in a report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test the automation with one real run and review the report.
Questions about this workflow
Can this schedule process uploaded documents?
No. The available action lists document types and user information; it does not process or extract data from documents.
Where does the inventory go?
Choose where run reports go during setup. The action does not itself publish to an external destination.
Can I set how often it runs?
Yes. Pick a recurring schedule in the Notis automation setup.
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.
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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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