Keep your Docsumo external agents easy to review
Get a scheduled view of the agents configured in Docsumo and bring relevant Airtop findings into the same review.
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
When agent details and web research live in separate tools, it takes extra effort to connect them during a review.
- Retrieve the configured Docsumo external agents on a regular schedule.
- Review agent information with relevant Airtop findings in one report.
- Make recurring checks easier to complete and track.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve the Docsumo external agents and summarize them for review with relevant Airtop research.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run it once and verify the report reflects your configured agents.
Questions about this workflow
Does this create or configure an external agent?
No. The available action lists external agents already configured in Docsumo.
Can this retrieve cases for an agent too?
This workflow uses the external agents list action. Listing cases is a separate Docsumo action and requires a specific agent casetype.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docsumo. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.