Docsumo for your voice agent

Docsumo is an AI-powered platform for automating document data extraction and analysis. It helps you turn PDFs, invoices, and forms into structured, actionable data with minimal manual effort.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Docsumo and paste it on a secure page in Connected apps.
What it reads
7 actions, such as get Enabled Document Types, get External Agents and get Table Data.
What it changes
4 actions, such as add Table Row, create Folder and mCA Analysis.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 11. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Docsumo actions

Reads 7

  • Get Enabled Document Types
  • Get External Agents
  • Get Table Data
  • Get User Document Types
  • List All Documents
  • List Enabled Document Types
  • List External Agent Cases

Changes 3

  • Add Table Row
  • Create Folder
  • MCA Analysis

Deletes 1

  • Delete Table

Docsumo setup

  1. Pasting a Docsumo API key

    Create an API key in Docsumo, choose Docsumo in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 11 actions the agent may use. Start with lookups and add the ones that change Docsumo when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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