Plan contract intake from a Todoist task
Start contract review with the classification options and limits already in view.
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
Contract intake slows down when reviewers discover classification constraints halfway through the work.
- Expose classification options before review.
- Make limits part of the initial plan.
- Keep the request and capability report together.
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 contract task.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one real contract task.
Questions about this workflow
Does this analyze the contract?
No. It discovers available user document types and limits so you can plan the intake.
What if the required type is unavailable?
The report surfaces the available options; the owner must decide how to handle any gap.
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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