Keep Docsumo agent cases on your regular review list
A recurring case snapshot can surface work to review without adding another place to remember to check.
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
External agent cases can sit outside the team's normal operations review, increasing the chance of missed follow-up.
- Retrieve cases for a specified external agent case type.
- Use supported filters and pagination where the action allows them.
- Summarize returned case details for a regular human review.
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 which Docsumo external agent case type to list and what case details to summarize for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real case review.
Questions about this workflow
What information must I provide?
Specify the external agent case type you want to list. The action supports optional filtering, pagination, and sorting; use only filters relevant to your review.
Can the automation assign or update cases?
No. This action lists cases. It does not assign or modify them.
Will it summarize every case in the account?
The action is scoped to a specific external agent case type. Use filters and pagination as needed, and be clear about the desired scope.
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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