Add Docsumo to your AI agent
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
- Things your agent can do in Docsumo
- 11
Things your AI can do in Docsumo
Your FormWise AI can handle any of these in Docsumo — on its own, without you needing to click a button.
Create Folder
PopularTool 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).
Get Enabled Document Types
PopularRetrieves 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
PopularTool 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 User Document Types
PopularTool 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
PopularTool 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
PopularTool 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.
MCA Analysis
PopularPerforms 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.
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.
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 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.
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Docsumo is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Docsumo, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Docsumo for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Docsumo work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Docsumo to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Docsumo in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Docsumo.
- 3
Hit "Connect"
Click "Connect Docsumo" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Docsumo
Build a quick AI Agent (it's like writing instructions, not code), and pick the Docsumo actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Docsumo for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Docsumo workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Docsumo users had before signing up
Do I need to know how to code?
Not even a little. If you can use Docsumo today, you can set this up. You'll connect Docsumo, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Docsumo login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Docsumo or delete everything any time.
What happens when Docsumo updates their app?
We handle it. When Docsumo adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Docsumo takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Docsumo — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Docsumo on FormWise
Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types.
Connect Docsumo once and your FormWise AI gets 11 things it can do inside it. That means your AI can handle the Docsumo work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Docsumo? Take a look at app.docsumo.com.
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Stop doing the Docsumo work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.