Review enabled Docsumo types every morning
Start the day with a reliable view of the document categories your account can process.
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
Teams repeatedly recheck capabilities and still miss changes that affect intake planning.
- Create a predictable capability snapshot.
- Reduce repeated manual dashboard checks.
- Give the team one report to reference.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that reports the Docsumo enabled document types each day.
- 3Choose a Notis recurring schedule trigger.
- 4Choose a report channel and test with one run.
Questions about this workflow
Does this inspect Todoist tasks?
No. It is a scheduled Notis report for Docsumo account capabilities.
Can I use the report to plan intake?
Yes. Use the current enabled type summary as an input to your planning decisions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docsumo. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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