Review enabled Docsumo types on a schedule
Keep your classification playbook aligned with the document types your account can actually use.
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
Type availability changes can go unnoticed until a workflow fails or a reviewer gets stuck.
- Spot enabled type changes early
- Keep intake guidance current
- Reduce workflow surprises
Setup
Build it in a few focused steps.
- 1Connect Docsumo in Notis once.
- 2Create an automation that retrieves enabled document types and summarizes changes or action items.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go.
- 5Test with one immediate run.
Questions about this workflow
Does this require Google Docs?
No. This is a Notis scheduled workflow using Docsumo as the action app.
What should the report compare against?
Ask Notis to report the current returned list; historical comparison requires a baseline supplied by you or stored elsewhere.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Docsumo. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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