Keep an eye on configured document agents
Make configured Docsumo external agents easier to review as part of regular agency operations.
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 availability can be easy to overlook when teams only check configuration after a workflow needs it.
- Review the configured external agent list on a recurring schedule.
- Compare returned information with criteria provided by the team.
- Make planning gaps visible in a regular report.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to list configured Docsumo external agents and summarize relevant information against criteria your team supplies.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and verify the report against the returned agent list.
Questions about this workflow
Does the list show agent performance?
The action lists configured external agents. Performance information is not specified by this action.
Can Notis identify changes since the prior run?
Only if a prior list or baseline is made available to the automation. Otherwise it can report the current returned list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsumo. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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