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Keep your Docsumo document type reference current

Add a row to your tracking sheet and get an updated view of the document types available in Docsumo.

Trigger

New Rows in Google Sheet

Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.

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

Checking supported document classifications and account limits takes time away from reviewing incoming work.

  • Review available document classifications in one run report.
  • See user information and limits alongside your document intake tracking.
  • Avoid manually checking the Docsumo catalog when a new intake row arrives.

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Docsumo once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to retrieve Docsumo's user document types and limits when a new intake row is added, then summarize the result.
  • 4Pick the Google Sheets New Rows in Google Sheet trigger and choose where run reports should go.
  • 5Test with one real intake row and review the run report.

Questions about this workflow

Does this classify the document in the new row?

No. The selected Docsumo action lists available user document types and information. It does not classify a specific file.

What starts the automation?

A newly added row in the Google Sheet monitored by the selected trigger.

Where can I read the results?

Choose a report channel during setup. Notis sends the run report there.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Sheets to Docsumo. A trigger fires from one place; an action lands in another.

Google Sheets triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

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.

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Sheets and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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