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Notis

Check enabled document coverage on demand

Send an intake event to Notis and get the current Docsumo document coverage in the resulting report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

Teams often discover support gaps after a request is already in motion, creating avoidable backtracking.

  • Validate coverage at intake time
  • Create a repeatable support check for internal systems
  • Make gaps visible before work is assigned

Setup

Build it in a few focused steps.

  • 1Connect Docsumo to Notis once in the portal and prepare the system that will call the webhook.
  • 2Create a new automation and describe the coverage check in one instruction.
  • 3Choose a Notis webhook trigger and specify that the incoming payload identifies the document request.
  • 4Choose where run reports should go.
  • 5Test the webhook with one real intake payload.

Questions about this workflow

What sends the webhook?

Any authorized intake system or form that can make an HTTP request to the Notis webhook can start it.

What does the action return?

It returns a summary of document types enabled for the Docsumo user.

Can this change Docsumo settings?

No. It only retrieves the enabled document type 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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