Docsumo
11 actions for Docsumo workflows.
Operations are the actions a workflow can take in Docsumo, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Retrieve information about external agents configured in your Docsumo workspace. Use these operations when you need to identify available agents for document processing or integrate them into downstream workflow systems.
Get External Agents
DOCSUMO_GET_EXTERNAL_AGENTSRetrieve a list of all external agents configured in your Docsumo account that are available for processing documents and cases. This helps you understand which automated workflows and processing agents are set up and ready to use.
Access MCA (Multi-Class Analysis) results and insights from processed documents. This is essential when you need to extract and utilize advanced analytical data generated by Docsumo's machine learning models in your automation workflows.
MCA Analysis
DOCSUMO_POST_MCA_ANALYSISAnalyzes bank statement documents to extract financial summaries, account information, and categorized transaction data for Merchant Cash Advance evaluation. Provides month-by-month breakdowns of credits, debits, and account balances to help assess business cash flow and borrowing capacity.
Retrieve a list of cases associated with external agents in your Docsumo environment. Use this when you need to track, monitor, or manage document processing cases tied to specific agents within your workflow automation.
List External Agent Cases
DOCSUMO_LIST_EXTERNAL_AGENT_CASESRetrieve and view all document processing cases for a specific external agent with optional filtering by status, assignee, or date range. This helps you track document workflow progress and manage case assignments efficiently.
Manage and retrieve the document types available in your Docsumo workspace, including enabled types and user-specific configurations. Access these operations when setting up document classification rules or validating which document formats your automation can handle.
List Enabled Document Types
DOCSUMO_LIST_ENABLED_DOCUMENT_TYPESRetrieve which document types your account can currently process, helping you understand your document automation capabilities without manual checking.
Get Enabled Document Types
DOCSUMO_GET_ENABLED_DOCUMENT_TYPESRetrieve all document types available in your Docsumo account to see which document processing capabilities you have enabled and ready to use. This helps you understand what types of documents you can automatically extract data from.
Get User Document Types
DOCSUMO_GET_USER_DOCUMENT_TYPESRetrieves all document types available in your Docsumo account and shows your current usage information. This helps you understand what documents you can process and track your quota limits.
Retrieve a comprehensive list of all documents processed or stored in your Docsumo workspace. Use this operation to audit document history, integrate document metadata into external systems, or trigger downstream actions based on complete document inventories.
List All Documents
DOCSUMO_LIST_ALL_DOCUMENTSRetrieve 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.
Create new folders to organize and structure your documents within Docsumo. This operation is useful when you need to programmatically establish folder hierarchies as part of your document management and automation workflow.
Create Folder
DOCSUMO_CREATE_FOLDERCreate organized folders in Docsumo to categorize and structure your document management system by document type or business function.
Manage table data extracted from documents by adding rows, retrieving existing table data, and deleting entries as needed. These operations allow you to maintain extracted tabular information and sync it with external databases or business systems in real-time.
Add Table Row
DOCSUMO_ADD_TABLE_ROWAdd 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.
Get Table Data
DOCSUMO_GET_TABLE_DATARetrieve all records from a specific database table in Docsumo to access organized business data in one request.
Delete Table
DOCSUMO_DELETE_TABLEPermanently removes one or more database tables from Docsumo when you no longer need to store or reference that data. Use this when cleaning up after completed projects or removing obsolete information from your database.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.