Start a cash analysis after a manager handoff
Give the next manager useful financial context without a scavenger hunt.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Manager transitions can lose financial context when document analysis lives outside the operating handoff.
- Package cash movement for a handoff
- Reduce repeated requests for statement summaries
- Make month by month trends easier to scan
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation telling Notis to run MCA analysis on processed bank statements and summarize it for the incoming manager.
- 3Choose the 7shifts webhook trigger.
- 4Pick a report channel and test with one real handoff payload.
Questions about this workflow
What must already exist in Docsumo?
The relevant bank statements must be processed so Docsumo can run MCA analysis.
Can it tailor the report to a manager?
Yes. State the manager's decision needs in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docsumo. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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