Docsumo

11 tools available

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

ai document extraction documents

Connect Docsumo Visit Docsumo ↗

Connect Docsumo to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call Docsumo's 11 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

Common workflows with Docsumo

Trigger on event

Listen for a new event
Parse and validate the payload
Take an action with the linked tool

Daily summary

Pull yesterday's activity
Summarise with the model of your choice
Send the digest via email or Slack

Cross-tool sync

Read records from one app
Transform with a persona
Write the result back via this integration

Docsumo actions 11

Every Docsumo action below is a callable tool any Definable persona can invoke.

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

Retrieves a summary of document types available in Docsumo, including both enabled and disabled document types for the authenticated user. This endpoint provides information about which document types are configured and ready for use.

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.

List Enabled Document Types

Tool to retrieve a list of document types currently enabled for your account. Use when you need to discover which document types are available for processing.

List External Agent Cases

Tool to list all cases for a specific external agent casetype. Use when you need to retrieve cases with optional filtering by stage, assignee, workflow state, or date ranges. Supports pagination and sorting by creation or modification date.

MCA Analysis

Performs Merchant Cash Advance (MCA) analysis on uploaded bank statement documents. This action analyzes bank statements to generate comprehensive financial summaries including: - Account holder information - Overall financial summary (total credits, debits, and balance) - Month-by-month breakdown with categorized transactions Prerequisites: Bank statement documents must be uploaded to Docsumo and fully processed before analysis. Input: List of document IDs (doc_ids) representing the bank statements to analyze. Output: Detailed MCA analysis with account info, financial metrics, and monthly data, or status message if documents are still processing.

Frequently asked questions

What can I automate with Docsumo on Definable?

Anything Docsumo exposes through its API. Common ai document extraction workflows on Definable include automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas can call any of the 11 Docsumo tools directly, then chain the result into another integration without you writing code.

How does Docsumo authentication work?

Docsumo uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Docsumo integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 11 Docsumo tools. You only need a separate Docsumo subscription if Docsumo itself charges per seat or per API call.

Is using Docsumo through Definable secure?

Every call from a persona to Docsumo is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Docsumo on Definable?

Sign up for Definable, open the integrations page, find Docsumo, and connect via OAuth or API key. You can immediately attach Docsumo to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Docsumo actions does Definable expose?

Definable exposes all 11 Docsumo actions as callable tools — including `Add Table Row`, `Create Folder`, `Delete Table`, plus 8 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

Ready to automate with Docsumo?

Wire it up in minutes. No coding required.

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