Agent templates
Overview
Workflow templates are pre-built automation blueprints designed to help you quickly get started with common document processing use cases.
Each template includes pre-configured blocks, routing logic, and sample data models — ready to use or customize based on your business process.
Templates are grouped by industry and function, such as Lending or Compliance & Operations.
Accessing Workflow Templates
- Go to Agents Builder.
- Click Templates in the sidebar.
- Click Learn more to explore a template, or Use template to create it.
Using a Template
- Click Use template on the template you want.
- Docsumo creates the agent with its document types and sample files, and publishes it as version 1.
- The agent opens in the editor, with Sumo AI summarising what it does. Ask Sumo AI to change it, or edit it on the canvas.
Template Categories
1. Lending Workflows
| Template | Description | Typical Use Case |
|---|---|---|
| MCA Underwriting (SMB) | Automate file intake for merchant cash advance workflows. Extract and analyze bank statements, KYC/KYB, UCC, and flag inconsistencies across documents. | SMB loan underwriting and portfolio risk checks. |
| Equipment Finance Underwriting | Validate invoices, vendor quotes, insurance and UCC filings, and site photos. | Equipment financing document verification and data consistency checks. |
| Auto Loan (Commercial/Fleet) | Parse RC/title, insurance, NACH, and income proofs. Match VIN and policy, verify borrower/entity. | Fleet and commercial vehicle financing workflows. |
| Working-Capital Line Underwriting | Process bank statements, GST/Tax, AR/AP aging reports. Generate cashflow summaries and utilization alerts. | Working capital assessment for SMB borrowers. |
| Commercial Real Estate (CRE) Loan | Extract DSCR data, rent rolls, lease abstracts, and appraisal reports. Validate cross-document consistency. | CRE loan underwriting and DSCR validation. |
| Invoice / Receivables Financing | Match invoice, PO, and GRN data. Detect duplicates, dilution, and concentration risks. | Receivables financing and invoice factoring. |
| SBA 7(a) / 504 Packager | Parse SBA forms, tax returns, payroll, and ownership tables. Auto-fill submission forms. | Automated SBA loan packaging. |
| Green / Solar Financing | Validate panel spec sheets, installer contracts, and utility bills. Compare energy production vs. consumption. | Solar financing and sustainability lending. |
| Bank Statement Cashflow Analyzer | Parse and normalize PDF/OFX statements. Categorize transactions and detect circular flows. | Cashflow analysis for underwriting or credit evaluation. |
2. Compliance & Operations Workflows
| Template | Description | Typical Use Case |
|---|---|---|
| GovCon Bid Compliance (FAR/DFARS) | Automate RFP/SOW intake and build compliance matrices. Identify missing clauses or artifacts. | Government contracting bid submission compliance. |
| Contract Mods & Invoicing (WAWF/iRAPT) | Validate CLIN/SLIN, rate sheets, and timesheets vs. invoices. Flag discrepancies before submission. | Contract and invoice compliance for defense/government vendors. |
| DCAA Timekeeping & Labor Compliance | Parse timesheets, payroll, org charts, and validate rate/role alignment. | Labor and timekeeping audits for DCAA compliance. |
| Vendor AP 3-Way Match | Match PO, invoice, and receipt data to detect duplicates or overbilling. Highlight exceptions with supporting links. | Accounts payable automation and policy compliance. |
With templates, you can deploy production-ready document workflows in minutes — accelerating setup and ensuring best practices across all use cases.
Updated 5 days ago
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