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Notis

Keep weekly visibility into Docsumo document capacity

Start the week knowing which document classifications are available to your team.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Teams discover account limits too late, after new document work has already piled up.

  • See limits before planning intake
  • Reduce surprise blockers
  • Create a predictable review habit

Setup

Build it in a few focused steps.

  • 1Connect Docsumo once in Notis.
  • 2Create an automation describing the weekly capacity review.
  • 3Pick a recurring Notis schedule.
  • 4Choose where run reports should go.
  • 5Test with one manual run.

Questions about this workflow

What does the report contain?

It can include available user document types and the user information returned by Docsumo.

Can the schedule be changed?

Yes. Pick the recurring schedule that matches your planning rhythm.

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.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

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.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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.

TriggerPolling

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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