Get a clear view of an agent case queue
Turn a webhook into a concise Docsumo case queue review, using the external agent case type you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List External Agent Cases
Lists cases for an external agent case type.
Why this helps
Case queues take extra effort to inspect when you have to open Docsumo and scan stages, assignments, or dates one by one.
- Summarize returned cases in one run report.
- Surface visible stage, assignee, and date details where available.
- Reduce repetitive queue checks across tools.
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 returned stage and assignment details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real webhook and confirm the case type and report are correct.
Questions about this workflow
What does the webhook need to provide?
Provide the external agent case type needed by the Docsumo action. Additional filters should only be requested when they are supported by the action and supplied in the prompt or request context.
Can it list every case type automatically?
The action requires a specific external agent case type, so the workflow needs that value.
Does it update cases or assign owners?
No. The selected action lists cases. It does not update their stage or assignment.
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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