How do I connect Docsumo?

Sign up for Conductor Deck, then add a Docsumo step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Docsumo + Stream Deck

documents-&-ocr · ai-document-extraction · documents · 0 triggers · 11 actions

Docsumo is an AI-powered document processing platform that automates data extraction and analysis from various document types. Add Docsumo to your Stream Deck workflows with guided setup for the connection details it needs.

Build a Docsumo workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Docsumo

Add Docsumo to a workflow and pair it with a Stream Deck button to run it in one press — handy for documents-&-ocr tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Docsumo.

Create Folder

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).

Get Enabled Document Types

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.

Get External Agents

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.

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.

List All Documents

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.

List Enabled Document Types

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.

MCA Analysis

Performs 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.

About Docsumo

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

documents-&-ocrai-document-extractiondocuments

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Docsumo

Follow the setup prompts for Docsumo. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Docsumo action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Docsumo?: Sign up for Conductor Deck, then add a Docsumo step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate Docsumo with your Stream Deck

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