11 available actions
What your AI agent can do in Docsumo
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 11 actions.
Common starting points
- Get External AgentsTool to list all external agents configured in your Docsumo account.
- Get Table DataTool to retrieve all data from a specific database table in Docsumo.
- Add Table RowTool to add a new empty row at the end of a specified database table in Docsumo.
- Create FolderTool to create a new folder in Docsumo for organizing documents by category or type.
- Delete TableTool to delete one or more database tables from Docsumo.
- MCA AnalysisPerforms Merchant Cash Advance (MCA) analysis on uploaded bank statement documents.
Browse all 11 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 7 actions
- Get Enabled Document TypesRetrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user.
- Get External AgentsTool to list all external agents configured in your Docsumo account.
- Get Table DataTool to retrieve all data from a specific database table in Docsumo.
- Get User Document TypesTool to list available user document types and user info.
- List All DocumentsTool to fetch a comprehensive list of all documents in your Docsumo account.
- List Enabled Document TypesTool to retrieve a list of document types currently enabled for your account.
- List External Agent CasesTool to list all cases for a specific external agent casetype.
Create & communicateCreate records or send supported messagesView 2 actions
- Add Table RowTool to add a new empty row at the end of a specified database table in Docsumo.
- Create FolderTool to create a new folder in Docsumo for organizing documents by category or type.
Remove & cancelRemove records or cancel supported workView 1 action
- Delete TableTool to delete one or more database tables from Docsumo.
Other actionsSpecialist and administrative actions.View 1 action
- MCA AnalysisPerforms Merchant Cash Advance (MCA) analysis on uploaded bank statement documents.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Docsumo
How does the agent connect to Docsumo?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Docsumo?
The page above lists the 11 actions currently available through the Docsumo connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Docsumo included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Docsumo is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Docsumo to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.