Review Docsumo document classifications on a monthly cadence
Make the broader account catalogue easier to revisit without remembering to look it up manually.
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
A one-off catalogue check can become stale in team notes and lead to repeated discovery work.
- Refresh the broader available types reference regularly.
- Review relevant user information alongside classifications.
- Reduce repeat searches caused by stale notes.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Docsumo to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Use a plain-language instruction to retrieve available Docsumo document types and user information monthly.
- 4Select a recurring schedule trigger and choose where run reports should appear.
- 5Test one real run and review the returned catalogue.
Questions about this workflow
How often does this run?
The example is monthly; you can describe a different recurring cadence when creating the automation.
What is included?
Available user document types and user information, useful for classification discovery and account limits.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Docsumo. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Connect any two apps with Notis in the middle.
Telegram and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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