Discover Docsumo classifications from WhatsApp
Get the available Docsumo document classifications in the same flow where requests arrive.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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 message may mention an unfamiliar document, leaving you to search through Docsumo before deciding how to handle it.
- Surface available classifications faster
- Understand user limits before committing to a process
- Keep intake decisions close to the original message
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docsumo to Notis once in the portal.
- 2Create an automation with a clear name for classification discovery.
- 3Describe that Notis should list Docsumo user document types and user information relevant to the incoming message.
- 4Pick the New WhatsApp Message Received trigger and select a report channel.
- 5Test it with a message naming a document you regularly receive.
Questions about this workflow
Which Docsumo action is used?
The workflow uses Get User Document Types to list available classifications and user information.
Does it process the document itself?
No. It discovers available document types and limits; processing requires a separate supported flow.
What if the message does not identify a document?
Notis can report that the message lacks enough detail for a classification lookup.
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.
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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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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.
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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