Find document parsing exceptions before follow-up slips
Set a regular review of selected parsed results, then get a short list of records that appear incomplete or need a human decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Multiple Document Results
Retrieves parsed data from multiple documents.
Why this helps
Parsed document issues can sit unnoticed until someone manually checks records and remembers to follow up.
- Review a selected set of parser results on a schedule.
- Summarize apparent exceptions without treating absent fields as errors unless the team defines them.
- Keep follow-up items visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Docparser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Parsed Result Exception Scan.
- 3Describe the outcome in one instruction: retrieve the specified parser's results and flag incomplete or unusual entries using the team's stated criteria; identify anything not available in the results.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real parser and a representative batch of results.
Questions about this workflow
How many results can it retrieve?
The action returns up to 100 results by default and supports a maximum of 10,000.
Does it update Agencyzoom or Docparser?
No. This workflow retrieves results and reports items for review.
What counts as an exception?
The team should state its criteria in the instruction. The workflow should label unstated or unavailable criteria as unknown.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docparser. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docparser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Multiple Document Results
Retrieves parsed data from multiple documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Parser Models
Lists layout models for a parser.
List Parsers
Lists document parsers linked to the account.
Ping API
Checks authentication and connection health.
Connect any two apps with Notis in the middle.
Agencyzoom and Docparser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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