See configured Docsumo agents during an administration review
Give reviewers a clear, current inventory of Docsumo's external agents when a change prompts a closer look.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get External Agents
Lists external agents configured for document or case processing.
Why this helps
A reviewer may need to know which external agents are configured but have to stop and navigate to another service.
- Retrieve configured Docsumo external agents on demand.
- Give a reviewer a concise list to consult during a change review.
- Reduce manual navigation between administration tools.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Docsumo's external agents and provide a concise inventory for the review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real review request.
Questions about this workflow
Does this list agents from Anthropic administrator?
No. The action returns configured external agents from Docsumo. Anthropic administrator has no trigger events in this workflow pair.
Can it tell me whether an agent is safe to use?
The action provides an inventory, not a security assessment. Any safety or authorization criteria need a separate source and explicit review.
Can this be triggered by an HTTP request?
Yes. A Notis webhook trigger starts the workflow when it receives an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docsumo. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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