Check document coverage when a meeting is booked
Know what Docsumo can support before a new finance or operations meeting arrives.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
New meetings often require documents, but preparation starts without a clear view of available processing coverage.
- Start preparation with a coverage snapshot
- Reduce last minute document questions
- Align meeting topics with available document types
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal.
- 2Create an automation for meeting preparation.
- 3Tell Notis to review each new event and summarize enabled Docsumo types relevant to its topic.
- 4Choose New Calendar Event as the trigger.
- 5Select a report channel and test with one real meeting.
Questions about this workflow
What event information is used?
Notis uses the new calendar event context available from Outlook and compares it with the enabled Docsumo types.
Can this create a document checklist?
Yes. Ask Notis to summarize the relevant types as a preparation checklist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsumo. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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