Docsumo Integration — Automate Docsumo with AI on Beauto
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
Category: ai document extraction, documents · 11 actions available
What you can automate with Docsumo
Beauto connects Docsumo with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Docsumo events, enrich Docsumo data with AI, or sync Docsumo with the rest of your stack — without writing code.
- Sync Docsumo data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Docsumo events and route the output anywhere
- Schedule recurring Docsumo tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Docsumo actions Beauto supports
- 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 b
- 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
- 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 o
- 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 fin