Review external agent cases without chasing them one by one
Get a recurring view of cases for a specified agent case type and spot records that may need a closer look.
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
Case follow-up gets harder when each review requires remembering filters and navigating several screens.
- Review cases for a specified external agent case type.
- Summarize available stage, assignee, workflow state, or date information.
- Receive the review in your chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and specify the external agent case type to review.
- 3Tell Notis to list cases for that type and summarize returned case details using the filters you describe in the instruction.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the case summary is useful.
Questions about this workflow
Can this review any case type?
The action requires a specific external agent case type. Provide the type in your instruction.
Can it filter by status or date?
The action supports optional filtering by stage, assignee, workflow state, or date ranges. Describe the criteria you need in the instruction.
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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