Give every contract card a clear intake classification
Start contract review with a concise classification brief grounded in the Docsumo types your account supports.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Legal and operations teams spend time deciding how each incoming contract should enter the review process.
- Standardize contract intake
- Reduce routing decisions
- Keep classification evidence with the card
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation that reviews new contract cards and compares them with Docsumo user document types.
- 3Pick the Trello New Card Trigger.
- 4Choose a report channel for intake briefs.
- 5Test with one real contract card.
Questions about this workflow
Does it provide legal advice?
No. It provides document classification context and an intake summary for your team.
Can it identify unsupported contract categories?
Yes. The report can state when no available Docsumo type clearly fits.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docsumo. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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