Bring table records into the workflow review
When document work produces a question about existing records, have Notis retrieve a specified Docsumo table and explain the relevant rows.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Table Data
Retrieves all data from a specified database table.
Why this helps
Looking up table records separately can interrupt a workflow and make useful context harder to keep in view.
- Retrieve all data from a specified Docsumo database table.
- Ask Notis to focus on records relevant to the work described.
- Keep table context with a workflow-triggered review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docsumo once in the Notis portal.
- 2Create an automation with a name and prompt from any channel, or in Automations, New Automation.
- 3Tell Notis which Docsumo table to retrieve and what records or patterns to summarize.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook request and verify the specified table is the one reviewed.
Questions about this workflow
What does the action need to retrieve a table?
It retrieves data from a specific database table using its unique identifier. Provide the relevant identifier in the prompt or available request context.
Does the action filter table rows?
It retrieves all data from the specified table. Ask Notis to analyze the returned data for the criteria you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsumo. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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