Check classification limits from a Todoist task
Give classification work a grounded plan before anyone starts processing documents.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Classification tasks expand unexpectedly when user limits are discovered after assignment.
- Surface limits at assignment time.
- Reduce avoidable rework.
- Keep planning information with the task.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that lists Docsumo user document types and limits for each new classification task.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one classification task.
Questions about this workflow
Does it read the task's due date?
The workflow is driven by task creation and returns Docsumo type and limit information; it does not change task scheduling.
What if the task needs a type that is unavailable?
The report makes the available options visible so the owner can decide the next step.
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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