Stay current on important Docsumo table records
Get a recurring snapshot from a specified table so useful records are easier to review during normal project work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Table Data
Retrieves all data from a specified database table.
Why this helps
Custom table data is easy to forget until someone needs it for a decision or follow-up.
- Retrieve data from a specified Docsumo table regularly.
- Surface records relevant to your described Agiled work.
- Make table review part of an existing planning rhythm.
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 which table should be reviewed.
- 3In one instruction, ask Notis to retrieve the specified table by its unique identifier and summarize records relevant to your Agiled work.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the table identifier and summary are correct.
Questions about this workflow
Does this monitor changes since the last run?
The action retrieves table data. Change history or a baseline is not specified, so provide a baseline if you need change detection.
Can the workflow review any table automatically?
It needs a specific table identifier. Include it in your instruction or make it available to the automation.
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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