Keep track of external agents configured in Docsumo
See which external agents are configured without remembering to inspect the account manually.
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 configuration details are easy to lose track of when document operations span multiple tools.
- Review the external agents configured in Docsumo.
- Receive a recurring summary of returned agent information.
- Spot unexpected changes when compared with a baseline you provide.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and name it for the external agent inventory.
- 3Tell Notis to retrieve Docsumo external agents and summarize the returned configuration details, noting differences from any baseline you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the summary is useful.
Questions about this workflow
Does the workflow create or change agents?
No. It lists configured external agents.
Can it detect changes month to month?
Only if a prior baseline is supplied or otherwise available to the workflow. The listed action returns the current configured agent list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsumo. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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