Docsumo Integration: Approve Document Actions from Mobile
Run Docsumo on autopilot. Keep the veto.
11 actions
Your Docsumo document extraction fires new folders and table rows before you've caught the misclassifications that hit support tickets. Rills proposes each action; you approve or veto from your phone.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential productivity action from Docsumo arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Add 17 rows to Invoice Table from today's batch?
17 rows · extracted from 23 PDFs
3 rows flagged low confidence (<70%)
Same vendor pattern as last week's duplicates
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Docsumo automation
Every automated extraction run on Docsumo sends folders, table rows, and document deletions into your workflow without waiting for a second look. One misclassified invoice creates a customer-facing mess that takes hours to unwind.
When Docsumo runs unsupervised
- A Create Folder action mislabels a batch of contracts, and your CRM pulls from the wrong folder for weeks.
- An Add Table Row inserts duplicate entries from a re-scanned document, doubling up on payment records.
- A Delete Table operation removes a data set you still needed for reconciliation.
- Get External Agents returns stale agent assignments, causing new cases to route to the wrong person.
- MCA Analysis runs against incomplete data and generates a flawed report that goes straight to a client.
What Rills does inside Docsumo
Rills intercepts each Docsumo operation before it executes—folder creation, table edits, agent lookups—and holds it for your review. You see the proposed action and its context, then decide whether to let it run or stop it.
The extraction still completes; you just see the results before they ship.
Why Docsumo has no triggers and how Rills fills the gap
Docsumo processes documents on demand or via scheduled jobs—it doesn't fire real-time events when results arrive. Rills bridges this by polling Docsumo on a schedule you control or by routing upstream triggers (a Stripe payment, a new email) into Docsumo operations.
- Schedule a daily poll for new documents, then propose List All Documents and Get Enabled Document Types for your approval.
- Trigger from a webhook (e.g., new order in Shopify) to run Create Folder and Add Table Row with extracted data, held for review.
- Retry on failure: If Get Table Data fails, Rills can retry three times before escalating to your approval queue.
This Docsumo automation setup gives you the control of supervised processing without losing the leverage of AI extraction. Approve Docsumo actions from your phone, on your own terms, and keep your productivity workflows safe from silent errors.
What Rills can do in Docsumo
4 of 11 actions across reads, writes, and updates.
- 01
List Enabled Document Types
Retrieve which document types your account can currently process, helping you understand your document automation capabilities without manual checking.
- 02
List All Documents
Retrieve all documents from your Docsumo account to view, organize, and manage your document processing workflows. This helps you track document status, find specific files, and maintain visibility across your entire document library.
- 03
Add Table Row
Add a new empty row to the end of a database table in Docsumo to prepare space for new data entry. This automatically assigns the next sequential ID and initializes all fields as blank.
- 04
Get Table Data
Retrieve all records from a specific database table in Docsumo to access organized business data in one request.
Common questions about Docsumo automation
How do I automate document folder creation in Docsumo?
You set up a Rills action that proposes creating folders when new documents come in. Rills shows you the folder name and intent, and you approve from your phone before anything gets created. Folder creation only happens after your okay. Approvals and logic are free.
Can I get mobile approval before deleting a table in Docsumo?
Yes. Rills sends a proposal to your phone with the table name and row count before deletion. A swipe to approve or reject blocks the action from shipping until you decide. AI never deletes anything without your call. Mobile approval is built in, no extra cost.
How do I set up automatic MCA analysis with human review?
You define the template and trigger. Rills runs the MCA analysis, then pauses and sends you the extracted fields on your phone. You approve the result before Rills stores or sends it anywhere. The AI proposes, you approve. Approval logic is free.
Can I approve document type changes from my phone?
Yes. Whenever a document type assignment hits a rule you set, Rills pushes a proposal to your mobile. You see the document, the suggested type, and you approve or veto from anywhere. Nothing ships without your swipe. Approvals don't count against your usage.
How do I automate adding rows to Docsumo tables only after I check?
You configure a Rills workflow that extracts data, builds a row, and sends it to your phone for review. You see the values before they land in the table. Approve from mobile, or reject if something looks off. You stay in control. Logic and approvals are free.
How is Rills different from Zapier for Docsumo automation?
Zapier runs actions without pausing for your review. Rills sends every proposed action to your phone for approval first. No document folder creates, table deletes, or row adds ship unless you swipe yes. You keep the veto. And approvals plus workflow logic are free, you only pay for actual API calls.
Does Rills support Docsumo webhooks?
Docsumo doesn't provide webhooks, but Rills can poll for changes or trigger actions on a schedule. For each action Rills proposes, you review and approve from your phone before it executes. Rills fills the gap without making you wait for event-driven automation.
How much does Rills cost for Docsumo automation?
Approvals and workflow logic are free. You only pay for real actions like Docsumo API calls when you approve them. No surprise bills for proposals that never ship. Rills costs start at zero for building and reviewing, then per approved operation.