Keep configured Docsumo agents visible
Get a recurring overview of the external agents configured in Docsumo to make operational reviews easier.
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 can fade from view when you only check it during a troubleshooting session.
- See configured agents in a regular report
- Make operations reviews easier to prepare
- Keep a record of retrieved agent details
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation for an external agent review.
- 3Describe the outcome: retrieve the configured Docsumo external agents and summarize the returned information in the run report.
- 4Choose a recurring schedule and a report destination.
- 5Test with one real run.
Questions about this workflow
Does this create or change agents?
No. The action lists external agents configured in your Docsumo account.
Can it report agent cases too?
No. Use the separate case-list action for cases associated with a specific external agent case type.
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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