Make case review a steady routine
Choose the cases that matter and let Notis bring a recurring queue summary to your report channel.
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
Remembering to revisit a case queue can compete with the work that should move those cases forward.
- Review cases for a specified agent case type on a recurring schedule.
- Use supported stage, assignee, workflow state, or date filters.
- Receive a concise queue summary in your selected report channel.
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 optional filters to use and how to summarize results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned cases match the review criteria.
Questions about this workflow
Can this review every agent case type at once?
The action is for a specific external agent case type. Create a separate automation for a different type if you need a distinct review.
Can the schedule retrieve every case in a large queue?
The action supports pagination. Include the relevant scope in your prompt and review the returned results.
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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