Keep external agent cases on your follow-up list
Set a recurring case review and give Notis the case type and filters to check, so pending document work is easier to spot.
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
A case can stall between deal conversations when no one has a simple routine for checking its latest state.
- Establish a recurring review for selected Docsumo cases.
- Include stage, assignee, workflow state, or date criteria where supported.
- Use reports to spot cases that need a human follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation describing the recurring case review and its criteria.
- 3Pick a schedule trigger and include the external agent case type and filters.
- 4Choose where run reports go.
- 5Test with one real case review and check the result.
Questions about this workflow
Can this infer which cases belong to an Affinity deal?
Only if the case data or criteria you provide can connect them. The listed action returns cases for a specified agent case type and does not query Affinity.
Can Notis close or reassign cases?
No. This action lists cases; updates are not among the provided Docsumo actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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