Brief teams after document access changes
Give newly added or removed collaborators the document type context they need.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
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
Access changes often happen faster than process briefings, leaving collaborators unsure what they can submit.
- Improve onboarding speed
- Reduce unsupported submissions
- Keep access changes documented
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docsumo once in Notis.
- 2Create an automation describing the post permission type review.
- 3Pick the OneDrive Sharing Permission Added or Removed trigger.
- 4Choose where reports should go.
- 5Test with one access change.
Questions about this workflow
Can the report differ for added and removed access?
Yes. Ask Notis to tailor the summary to the event context.
Does this change permissions?
No. It only provides document type and user information.
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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