Check Docsumo document readiness from WhatsApp
Turn a WhatsApp request into a quick view of the document types your Docsumo workspace can process.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Requests arrive in chat, but checking Docsumo support manually adds another context switch and slows the reply.
- Confirm supported document coverage quickly
- Reduce app switching while handling WhatsApp requests
- Give your team a consistent readiness check
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docsumo to Notis once in the portal.
- 2Create a new automation and name it for document readiness checks.
- 3Tell Notis to retrieve Docsumo enabled document types when a new WhatsApp message asks about supported documents.
- 4Pick TimelinesAI's New WhatsApp Message Received trigger and choose where run reports should go.
- 5Test the automation with one real WhatsApp message.
Questions about this workflow
What starts this workflow?
A new WhatsApp message received in a TimelinesAI WhatsApp chat starts it.
What does Docsumo return?
Docsumo returns a summary of the document types enabled for the user.
Can it decide whether a document is supported from a vague message?
Notis can interpret the message, but unclear document details must be supplied by the sender or clarified separately.
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.
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.
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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