Stay current on Docsumo external agent cases
Get a recurring case digest that helps you review returned stages, assignees, or workflow states.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Following up on cases becomes harder when you have to remember to check each case list yourself.
- Receive a recurring digest of returned cases.
- Use supported date, stage, assignee, or state filters.
- Review case activity in your chosen report channel.
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 which external agent case type to list and any supported filters to apply.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the case results and filters.
Questions about this workflow
Can the digest include only recent cases?
The action supports date ranges. Include the intended range in your instruction.
Can it sort or paginate results?
The action supports pagination and sorting by creation or modification date. Specify the desired scope and ordering.
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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