Route new document intake by available type
Give intake operators a clear view of supported Docsumo categories before they route each document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Operators waste time guessing which classification to use when intake volume spikes.
- Reduce classification uncertainty
- Speed up intake decisions
- Keep routing grounded in account support
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation for classification aware intake routing.
- 3Tell Notis to list available user document types and summarize the relevant routing choices when the webhook arrives.
- 4Choose the webhook trigger and report channel.
- 5Test with one real intake event.
Questions about this workflow
Does this create a Docsumo document type?
No. It lists the types already available to the user.
What should the webhook include?
Include the intake event and enough document context for Notis to identify relevant categories.
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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