Check Docsumo coverage for every new email
Know whether your current Docsumo setup covers the documents arriving in your inbox.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
You may have the right document in hand but no quick way to confirm whether your enabled Docsumo types support it.
- Expose coverage gaps early
- Reduce back and forth before processing
- Create a consistent email intake review
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal.
- 2Create a named automation from Automations, New Automation.
- 3In one instruction, ask Notis to check enabled Docsumo types against each new message and summarize coverage.
- 4Select New Outlook Message as the trigger.
- 5Choose where reports go and test with one real message.
Questions about this workflow
What does the report contain?
It summarizes the enabled Docsumo document types that appear relevant to the incoming email context.
Will this change my Docsumo settings?
No. The workflow reads the enabled type summary and reports it.
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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