See your enabled document types before a lender meeting
Get a quick view of the document categories enabled in Docsumo before your scheduled lender conversation.
Trigger
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
It is easy to lose time before a lender call checking which document categories are available for intake.
- Review enabled document categories without opening Docsumo.
- Use the event reminder as a cue to prepare for a lender conversation.
- Reduce last-minute context switching.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction that Notis should retrieve your enabled Docsumo document types before the meeting and send the result to your report channel.
- 4Pick Event Starting Soon as the trigger and choose where run reports go.
- 5Test with one real lender meeting.
Questions about this workflow
Does this upload or process documents?
No. The selected Docsumo action retrieves a summary of enabled document types.
What starts the automation?
A Google Calendar event entering the configured number of minutes before its start time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Docsumo. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Connect any two apps with Notis in the middle.
Google Calendar and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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