Review quarterly MCA trends
Give quarterly planning a clean view of how cash movement has changed.
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
Quarterly decisions suffer when financial trends are rebuilt manually from scattered statement files.
- Create a repeatable quarterly finance review
- Summarize movement across the returned months
- Support planning conversations with less manual prep
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation instructing Notis to run MCA analysis on processed bank statements and summarize quarterly trends in credits, debits, and balances.
- 3Pick a quarterly recurring schedule.
- 4Choose a report channel and test with one real quarterly run.
Questions about this workflow
Can this compare against a target budget?
Only if you provide the budget or baseline in the automation instruction.
What happens if statements are missing?
The report should state that the returned analysis is limited to documents processed in Docsumo.
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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