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Docsumo

11 tools · AI Document Extraction · Documents

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

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Connect Docsumo

  1. Open Slashspace and go to Settings, then Connectors.
  2. On Discover, search for Docsumo and click Connect.
  3. Sign in to Docsumo in your browser. Slashspace updates when the account is connected.
  4. Then ask for what you need in any Agent mode chat. Docsumo is on in every chat unless you switch it off.

What your chats can do

11 tools from Docsumo.

  • Add Table RowTool 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 FolderTool 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 TableTool 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 TypesRetrieves 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 AgentsTool 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 DataTool 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 TypesTool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
  • List All DocumentsTool 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 TypesTool 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 CasesTool 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 AnalysisPerforms 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.