Check Docsumo support after sending a request
Close the loop on document requests by confirming your current Docsumo coverage.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
After requesting files, teams often forget to verify whether the expected document category is enabled.
- Catch coverage gaps after requests go out
- Keep request follow up organized
- Reduce manual catalog checks
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal.
- 2Create an automation for sent request review.
- 3Tell Notis to inspect each sent message and report whether enabled Docsumo types cover the requested document.
- 4Choose New Sent Message as the trigger.
- 5Select a report channel and test with one sent request.
Questions about this workflow
Can the workflow recognize request emails?
Describe the wording or context to look for in the automation prompt, then test it with a real sent message.
Does it alter the sent email?
No. It only checks Docsumo enabled types and reports the result.
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.
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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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