Refresh document type guidance after list changes
Keep classification guidance aligned with the way your team now works.
Trigger
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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
A list can evolve while its document type guidance stays frozen, creating avoidable classification errors.
- Recheck supported document categories
- Keep evolving lists understandable
- Reduce outdated intake instructions
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Docsumo in Notis once.
- 2Create an automation for changed document work lists.
- 3Tell Notis to inspect the changed list context, retrieve Docsumo user document types, and summarize guidance that should be refreshed.
- 4Pick Google Tasks Task List Changed as the trigger and choose a report channel.
- 5Test it after a real list scope or naming change.
Questions about this workflow
What does the workflow update?
It produces refreshed guidance and does not directly edit the Google Tasks list.
Why retrieve user document types instead of enabled types?
User document types provide the broader classification and user limit context needed for intake guidance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docsumo. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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