Agents Builder

What are Agents?

Agents in Docsumo help you automate document processing — from ingestion to data extraction, validation, and export — without needing to manually trigger each step.

Instead of processing each document individually, you can build automated flows that handle multiple operations seamlessly.
For example:

• Extract invoice data from email attachments
• Match invoices with purchase orders
• Validate extracted data before export

Each Agent workflow defines a sequence of connected steps, where each step performs a specific function such as document upload, extraction, classification, validation, or routing.

---

Why Use Agents?

Agents make document automation:

• Systematic: Standardize how documents are processed and reduce manual errors
• Faster: Automatically handle repetitive multi-step document tasks
• Smarter: Use AI to classify, extract, and validate data intelligently
• Integrated: Connect inputs and outputs via API or email ingestion

With Agents, you can design, test, and run your document processes exactly how your business needs them — all within Docsumo.

---

Key Terms

---

Where to Find Agents Builder

1. Go to the left-hand sidebar in the Docsumo app.
2. Click on Agents Builder — you’ll see three sections:
   • All Agents: Displays all agents you’ve created
   • All Runs: Shows execution history and status of agent runs
   • Templates: Browse pre-built agent templates by use case

---

Creating Your First Agent

You can start in two ways:

1. Create Agent: Build a new agent from scratch (Custom Agent)
2. Use Template: Select from ready-to-use agents like SMB Lending or Document Processing

After choosing an option, you’ll enter the Agent Builder — a visual interface for connecting agent blocks and defining your process.