Keep Docsumo agent cases from slipping out of view
Use a scheduled review to bring cases for one Docsumo agent case type into a concise report.
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
Agent cases can be easy to miss when reviewing them depends on navigating to a specific queue.
- Bring cases into a regular review
- Focus the report with supported case filters
- Make follow-up easier to spot
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation for agent case review.
- 3Describe the outcome: retrieve cases for the specified external agent case type, apply any needed supported filters, and summarize follow-up details in the run report.
- 4Choose a recurring schedule and report destination.
- 5Test with one real run, specifying the case type.
Questions about this workflow
What information must I provide?
Specify the external agent case type. The action also supports optional filters such as stage, assignee, workflow state, or date ranges.
Can I use this for all agent case types at once?
The listed action is for a specific external agent case type. Configure the workflow with the case type you want to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docsumo. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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