Spot Docsumo documents that need a closer look
Ask Notis to scan returned document details for the statuses or dates you want to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List All Documents
Lists documents in the account.
Why this helps
A document needing follow-up can be missed when its status is buried in a long list.
- Focus review on returned documents matching stated criteria.
- Initiate a scan from an HTTP request.
- Make document follow-up easier to see.
Setup
Build it in a few focused steps.
- 1Connect Agentql and Docsumo once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to retrieve Docsumo documents and identify returned items matching your follow-up criteria.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real request and confirm the criteria match available document details.
Questions about this workflow
Can it identify overdue documents?
It can summarize dates and statuses present in returned document data. Define what counts as overdue and confirm those details are available.
Can it update a document's status?
No. The list action retrieves documents; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Docsumo. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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