Audit document types and limits monthly
Keep planning grounded in the document classifications and user limits currently available in Docsumo.
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
Teams plan new document workflows using outdated assumptions about supported types or account limits.
- Keep planning assumptions current
- Surface account limits proactively
- Support cleaner workflow decisions
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation for the monthly document type audit.
- 3Tell Notis to list user document types, user information, and limits in a concise report.
- 4Pick a monthly schedule and choose the report channel.
- 5Test with one manual run before relying on the schedule.
Questions about this workflow
What does the audit retrieve?
It lists available user document types along with user information and limits.
Can it compare prior months?
Not from this action alone. Provide historical reports to Notis if you need a comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docsumo. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Connect any two apps with Notis in the middle.
Google Slides and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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