Check configured agents against your reference list
Bring Docsumo's current external agent inventory together with the list your team expects to find.
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 setup can drift over time, and the gap may only become obvious when a workflow depends on an unavailable agent.
- Compare configured agents against a reference you control.
- Surface possible missing or unexpected agents.
- Make periodic configuration checks easier to complete.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: list configured Docsumo external agents, compare them with the expected list you provide, and report possible differences.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the comparison against your reference list.
Questions about this workflow
Where does the expected agent list come from?
Supply it in the automation instruction or run context. Docsumo returns configured agents but does not provide your team's intended list.
Can this workflow add a missing agent?
No. The available action lists agents only.
Are name differences always meaningful?
Not necessarily. Review similar names and aliases before treating a difference as a configuration problem.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docsumo. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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