Keep a recurring view of enabled Docsumo document types
Get a periodic summary of which document types are enabled in Docsumo, ready for review in your report channel.
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
It is easy to lose track of which document types are enabled when you revisit a document process weeks later.
- Keep an accessible recurring snapshot of enabled document types.
- Reduce the need to remember to check account capabilities manually.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal.
- 2Create an automation in Automations and give it a clear name.
- 3In one instruction, ask Notis to retrieve the enabled document types summary and report it for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the report.
Questions about this workflow
Does the schedule change which types are enabled?
No. The action retrieves a summary of enabled document types; it does not change account settings.
Where does the summary go?
Run reports go to the channel you select when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Docsumo. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
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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.
File Created
Triggers when a new file is created in Google Drive.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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