Spot Docsumo cases that may need deal follow-up
Ask Notis to retrieve cases for a specified agent case type and workflow state, then review which items may need a human follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Document processing can stall without a clear signal to revisit a case during deal work.
- Filter case retrieval by supported workflow state or date range.
- Summarize returned cases as possible follow-up items.
- Keep the case type and thresholds supplied by the user.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation describing the case scan and what counts as needing follow-up.
- 3Pick a webhook trigger and include the case type and supported filters.
- 4Choose where run reports go.
- 5Test with one real case scan and verify the results.
Questions about this workflow
Does this know how long a case should take?
No timing baseline is provided by the action. Supply the date range or follow-up threshold you want Notis to use.
Does it automatically escalate a stalled case?
No. The action lists cases. The workflow can report likely follow-ups, but escalation or updates are not among the listed 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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