Bring relevant agent cases into focus
After a workflow reaches a handoff, review cases for the relevant Docsumo agent and get a concise report based on the criteria you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Case queues can require repeated searching and filtering, making it easier to lose track of what should be reviewed next.
- Retrieve cases for a specified external agent case type.
- Use available stage, assignee, workflow state, or date filters in the request when appropriate.
- Summarize returned cases for a focused 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 agent case type and case details to review, and what summary would help.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request for a specific agent case type and verify the results.
Questions about this workflow
Can I retrieve cases without specifying an agent case type?
The action retrieves cases for a specific external agent case type, so provide the relevant type in the prompt or request context.
Which filters are supported?
The action supports optional filters for stage, assignee, workflow state, or date ranges, plus pagination and sorting by creation or modification date.
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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