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See which external agents are configured in Docsumo

Request a current list of your configured external agents and review what Docsumo returns.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get External Agents

Lists external agents configured for document or case processing.

Why this helps

It can take several steps to confirm which external agents are available for case or document processing.

  • Review returned configured agents in a concise report.
  • Start the lookup with an HTTP request.
  • Make agent availability easier to confirm.

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 the configured Docsumo external agents and summarize the results.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real request and confirm the agent list is returned.

Questions about this workflow

Does it create or configure agents?

No. The action lists the external agents already configured in your Docsumo account.

Can it show cases for each agent?

This action lists agents. Use the separate case listing action when you want cases for a specific agent case type.

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.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

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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