Review external agent cases on a regular schedule
Add a Docsumo case review to your recurring Abuselpdb threat intelligence check, with case details drawn from the selected external agent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
External agent cases can require a separate check, making it easier for follow-ups to slip out of the regular threat review.
- Retrieve cases for a specific external agent on a recurring schedule.
- Use supported filters such as stage, assignee, workflow state, or date range when relevant.
- Bring case status into a regular review without a separate manual lookup.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to list cases for the selected Docsumo external agent and summarize the returned cases for review.
- 4Pick the notis_cron trigger and set the schedule.
- 5Choose where run reports should go, then test with one real run.
Questions about this workflow
Can the workflow list cases for every external agent automatically?
The action lists cases for a specific external agent case type. The instruction needs to identify the agent to review.
Which case filters are available?
The action supports optional filtering by stage, assignee, workflow state, and date ranges, along with pagination and sorting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Docsumo. A trigger fires from one place; an action lands in another.
Abuselpdb triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Abuselpdb and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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