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Notis

Keep a scheduled view of Docsumo coverage

Receive a recurring snapshot of the document types your Docsumo workspace currently has enabled.

Trigger

Recurring schedule

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

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

Support coverage can drift quietly, leaving teams to discover changes only after a request fails.

  • Spot coverage changes earlier
  • Give intake teams a dependable reference
  • Avoid surprise unsupported document requests

Setup

Build it in a few focused steps.

  • 1Connect Docsumo to Notis once in the portal.
  • 2Create a scheduled automation for an enabled document type audit.
  • 3Tell Notis to retrieve the enabled document type summary and call out meaningful changes from the prior report when that history is available.
  • 4Pick a recurring Notis cron trigger and choose the report channel.
  • 5Test it once with the current workspace state.

Questions about this workflow

How often does it run?

You choose the recurring Notis cron schedule when creating the automation.

Can it compare historical results?

Notis can compare with prior reports when that history is available in the automation context.

Does it modify enabled types?

No. The workflow only retrieves and reports the summary.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Docsumo. A trigger fires from one place; an action lands in another.

Timelinesai 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

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

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

Connect any two apps with Notis in the middle.

Timelinesai and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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