AI Document ExtractionIn development

Docsumo

Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.

In development

Cataloged and scoped, not yet available to run in production.

11
actions

Actions

Operations this integration can perform.

11

Add Table Row

Tool to add a new empty row at the end of a specified database table in Docsumo. Use when you need to append a blank row for data entry. The new row will automatically receive the next sequential ID and all fields will be initialized as empty strings.

Create Folder

Tool to create a new folder in Docsumo for organizing documents by category or type. Use when you need to organize documents into specific categories (e.g., invoices, contracts).

Delete Table

Tool to delete one or more database tables from Docsumo. Use when you need to permanently remove tables from the database. This is a destructive operation.

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Get External Agents

Tool to list all external agents configured in your Docsumo account. Use when you need to retrieve information about agents available for document or case processing.

Get Table Data

Tool to retrieve all data from a specific database table in Docsumo. Use when you need to fetch records from a custom database table using its unique identifier.

Get User Document Types

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

List All Documents

Tool to fetch a comprehensive list of all documents in your Docsumo account. Use when you need to retrieve, filter, or search documents by type, status, creation date, folder, or keyword.

Triggers

Events that start workflows from this integration.

6

Document Approved

Triggers when a document is processed or approved, with or without error.

Document Erred

Triggers when a document goes into an erred state.

Document Reviewing

Triggers when a document status changes to 'reviewing' (from processing or processed).

Document Skipped

Triggers when a document is skipped.

Document Status Change

Triggers when there is a change in the status of a document, such as processing completion or approval.

User Status Change

Triggers when there is a change in the status of a user account, like account activation or deactivation.

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