Keep important table data in view
A scheduled summary can help you revisit the records that matter without opening Docsumo and scanning the table yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Table Data
Retrieves all data from a specified database table.
Why this helps
Useful operational context can stay buried in a table until someone remembers to check it.
- Retrieve data from a specified Docsumo table on a schedule.
- Summarize returned rows using criteria included in your prompt.
- Make a table review part of a predictable routine.
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 table to retrieve and what records or patterns should appear in the summary.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary includes the intended table context.
Questions about this workflow
Can the action retrieve records from every table?
It retrieves all data from a specific table, identified by its unique identifier. Specify the table you need.
Will the action remember changes from the previous run?
The action retrieves the current table data. Supply earlier results or saved history if you want Notis to compare runs.
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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