Spot patterns in external agent case stages
Get a recurring view of cases by stage for the Docsumo external agent case type you specify.
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
Stage bottlenecks are hard to notice when the team only checks cases one at a time.
- Review cases for a specific external agent case type.
- Summarize returned stages and visible case details.
- Make recurring bottleneck checks more manageable.
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 cases for the Docsumo external agent case type you provide and summarize the returned stages.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the selected case type returns the expected queue.
Questions about this workflow
Can this report identify a bottleneck automatically?
Notis can summarize stage counts and patterns in the returned cases. A true delay threshold requires timing details and a threshold supplied in the prompt.
Does it cover all external agents?
No. This action lists cases for a specific external agent case type.
Can the workflow change a case stage?
No. The selected action only lists cases.
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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