Know which external agents are configured
Get a periodic view of the external agents configured in Docsumo before assigning or planning related work.
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
Teams can lose time discovering which external agents are available when case work is ready to start.
- Retrieve the configured external agent list.
- Keep a current reference for planning related work.
- Reduce last-minute account discovery during an Agiled project.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what information you want checked.
- 3In one instruction, ask Notis to retrieve Docsumo's configured external agents and summarize those relevant to the Agiled work you describe.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the list supports your planning needs.
Questions about this workflow
Does this create or configure agents?
No. It lists the external agents already configured in Docsumo.
Can it identify which agent should handle a case?
Not by itself. Provide the routing criteria or relevant context in your instruction; the action only lists configured agents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsumo. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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