Docsumo
AI document processing platform for documents, folders, document types, database tables, and external extraction agents.
Suited to AP and document teams that classify and extract data from documents, organize them into folders, and feed results into custom database tables.
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Example Use Cases
These are example ways Snow can use Docsumo when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
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.
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).
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.
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 ready for use.
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.
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.
Tool to list available user document types and user info. Use when you need to discover all supported document classifications and user limits.
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.
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.
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.