Review MCA statement performance on schedule
Make recurring cash flow reviews part of the operating calendar.
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
Portfolio reviews slip when every statement analysis depends on a manual reminder and a fresh spreadsheet.
- Create a dependable review cadence
- Surface monthly cash flow changes
- Reduce spreadsheet preparation
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation describing the scheduled MCA portfolio review.
- 3Choose a recurring cron schedule.
- 4Choose the report destination.
- 5Test with one available statement set.
Questions about this workflow
Does the schedule find documents automatically?
The workflow asks Docsumo to perform MCA analysis on the available processed statement context supplied to it.
What period does the report cover?
The returned analysis provides month by month credits, debits, and balances.
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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