Analyze bank statements after a 7shifts payroll signal
Connect staffing operations to a clearer monthly cash picture.
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
Payroll and staffing decisions can move quickly while financial document analysis waits in a separate queue.
- Request month by month credit and debit analysis
- Bring financial context closer to staffing operations
- Reduce manual handoffs after document processing
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation telling Notis to request MCA analysis on the processed bank statements referenced by the webhook and summarize the results.
- 3Choose the 7shifts webhook trigger.
- 4Select a report channel and test with one real processed-document example.
Questions about this workflow
Does this upload bank statements?
No. The statements must already be processed in Docsumo; the action performs MCA analysis on them.
What does the analysis include?
It returns a month by month breakdown of account credits, debits, and balances.
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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