Get a focused view of Docsumo external agent cases
Request a case list and get a concise overview of the returned cases and their workflow details.
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
Case lists with stages, assignees, and dates can be hard to scan when you need to spot what needs attention.
- Summarize returned cases and supported workflow details.
- Start a case lookup from an HTTP request.
- Make case review faster and more focused.
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 the external agent case type to list and which returned case details to summarize.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real request and confirm the case type and returned results.
Questions about this workflow
Can I filter cases by stage or assignee?
The action supports optional filtering by stage, assignee, workflow state, and date ranges. State the criteria you need in your instruction.
Does it list cases for every external agent?
The action lists cases for a specific external agent case type. Specify that case type in the automation instruction.
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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