Create a weekly cash movement snapshot
Keep cash movement visible between formal month end reviews.
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
Founders can miss a growing cash issue when the only review happens once a month.
- See movement more often with less manual work
- Spot unusual changes earlier
- Keep the weekly operating conversation grounded in numbers
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation asking Notis to run MCA analysis on processed bank statements and summarize the latest weekly cash movement.
- 3Pick a weekly recurring schedule.
- 4Choose a report channel and test with one real scheduled run.
Questions about this workflow
Does Docsumo calculate a custom forecast?
No. It returns the MCA breakdown of credits, debits, and balances; forecasts require additional user supplied instructions.
Can this run without new statements?
It can run, but the usefulness depends on the processed documents available to 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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