Keep a useful inventory of Docsumo agents
Receive a recurring view of the external agents configured in your Docsumo account.
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 configuration details can fade from view when you only revisit them during a specific case or document issue.
- Keep a quick reference to configured external agents.
- Make periodic operational reviews easier.
- Spot changes in the returned inventory across reports.
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 Docsumo external agents and summarize their returned details for an operations review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the inventory contains useful details.
Questions about this workflow
Can the report show agents that are not configured?
No. It lists external agents configured in your Docsumo account.
Can Notis compare this run with last time?
It can compare reports if prior results are available in the run context or supplied by you. The action itself returns the current list.
Does it change agent configuration?
No. The selected action only retrieves configured agents.
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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