Beyond-Bot.ai + docsumo

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

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to docsumo.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in docsumo.

Trigger Workflows

Start automated workflows in docsumo based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within docsumo.

Docsumo Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Docsumo 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.

Docsumo Post Mca Analysis

Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.