Run a monthly MCA trend review
Keep the trend view ready before the next financing or operating decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Trend reviews become reactive when statement analysis starts only after a decision is due.
- Prepare earlier for financing decisions
- Keep trend review consistent
- Reduce last minute analysis
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation describing the monthly MCA trend review.
- 3Choose a recurring cron schedule.
- 4Choose the report channel.
- 5Test with one available statement set.
Questions about this workflow
What trends can be reviewed?
The analysis provides month by month credits, debits, and balances for the processed bank statements.
Can it compare against a custom target?
Only if you provide that target or baseline in the automation context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docsumo. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Connect any two apps with Notis in the middle.
0CodeKit and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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