Keep the agent options in one regular review
A scheduled inventory gives you a simple way to revisit which external agents are configured for document and case processing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get External Agents
Lists external agents configured for document or case processing.
Why this helps
Agent options can be hard to recall when teams only inspect them during a specific task.
- Retrieve the configured external agent list on a schedule.
- Ask Notis to summarize options against operational needs you provide.
- Make agent discovery easier to revisit.
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 list configured external agents and summarize the options relevant to your stated criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check that the summary follows your criteria.
Questions about this workflow
Does this show agent cases?
No. It lists configured external agents. Use List External Agent Cases to retrieve cases for a specific agent case type.
Can it compare the list with an earlier run?
Provide the earlier result or saved history if you want Notis to identify differences.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.