Run a quarterly enabled type governance check
Keep document operations aligned with the classifications currently enabled in Docsumo.
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
Governance reviews become reactive when no one checks whether enabled document coverage still matches operating needs.
- Create a lightweight governance rhythm
- Expose coverage gaps
- Support better operational planning
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation for the quarterly governance check.
- 3Tell Notis to retrieve enabled document types and summarize any coverage concerns against the context you provide.
- 4Pick a quarterly schedule and select a report channel.
- 5Test with one real governance review.
Questions about this workflow
Can Docsumo determine our business requirements?
No. Supply the requirements or baseline you want Notis to compare against.
What does the action return?
It returns the enabled document types summary for the user.
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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