Audit document coverage from a new Todoist task
Catch document capability gaps while work is still being planned.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Why this helps
Coverage gaps surface late because task creation and document capability checks happen separately.
- Add a capability check to task intake.
- Reduce late rerouting.
- Give owners a clear report before execution.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that reports enabled Docsumo document types for each new task and uses the task context to explain the check.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one real document task.
Questions about this workflow
Does the workflow inspect files attached to Todoist?
It can use task context supplied to the automation, but the enabled type result comes from Docsumo.
Can it approve the task automatically?
No. It provides the coverage information for the task owner to review.
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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