Keep a recurring view of configured Docsumo agents
Get a regular roster of external agents available in your Docsumo account.
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 is easy to overlook when it is checked only during a setup or troubleshooting moment.
- Review configured agents on a recurring schedule.
- Keep agent availability visible in run reports.
- Make routine account checks easier to complete.
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 configured Docsumo external agents and summarize the returned roster.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and verify the roster output.
Questions about this workflow
Can this detect newly added agents?
It retrieves the current roster, but does not provide change history. Compare with a saved prior roster if you need to identify additions.
Can it notify a channel when no agents are returned?
Ask Notis to report the result clearly. The action returns the configured agent list.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.