Find Docsumo agents relevant to CMS processes
Make configured agents easier to review against the content operations your team runs.
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
When external agents are configured separately, it is easy to lose track of which ones fit a process.
- Retrieve the configured Docsumo external agents on a schedule.
- Compare the list with process context you provide from Agility CMS.
- Get a concise inventory review for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Docsumo once in Notis.
- 2Create an automation that reviews Docsumo external agents against the CMS process context you provide.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real process and agent list.
Questions about this workflow
Can this create or configure an external agent?
No. The available action lists configured external agents for review.
Will it infer every CMS process?
No. Provide the process context you want compared; the available Agility CMS trigger list is empty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docsumo. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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