Discover Docsumo document types from a Todoist task
Answer document intake questions while the request is still fresh in Todoist.
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
Document projects stall when nobody knows which Docsumo classifications and limits are available.
- Surface available user document types early.
- Include Docsumo user information and limits in the work report.
- Keep planning inside the task workflow.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that asks Docsumo for available user document types and user limits related to each new task.
- 3Pick Todoist New Task Created as the trigger.
- 4Select a report channel and test with one real document planning task.
Questions about this workflow
When should I use this instead of enabled types?
Use it when you need the broader list of available user document types and user limits, rather than only the enabled summary.
Are new document types created by this workflow?
No. It only lists the types and user information returned by Docsumo.
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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