Prepare a new finance intake folder
Give every new finance folder a clear view of supported document types from day one.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Finance folders often collect statements and supporting files before anyone confirms processing coverage.
- Reduce setup delays
- Clarify acceptable intake
- Support consistent finance operations
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docsumo once in Notis.
- 2Create an automation requesting the enabled type setup summary.
- 3Pick the OneDrive Folder Created trigger.
- 4Choose where run reports should go.
- 5Test with one finance folder.
Questions about this workflow
Can the prompt focus on bank statements?
Yes. Ask Notis to highlight relevant enabled types for your finance intake.
Does this configure the folder?
No. It provides a Docsumo type summary for the new folder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Docsumo. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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