See which processing agents are available
When a workflow needs an external agent, get the configured options and a short comparison against the need you describe.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get External Agents
Lists external agents configured for document or case processing.
Why this helps
Finding the right configured agent can mean stopping work to inspect settings and remember what each option is for.
- Retrieve all external agents configured in Docsumo.
- Summarize available options against a need supplied in the prompt or webhook context.
- Reduce a separate settings lookup during a workflow.
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 to retrieve configured external agents and summarize options for the stated processing need.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real webhook request that includes a representative processing need.
Questions about this workflow
Does this select or assign an agent to a case?
No. It retrieves information about agents configured in Docsumo for review.
How does Notis know which options fit?
Include the processing need and any selection criteria in your prompt or webhook context.
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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