Answer a cash flow question with Docsumo MCA
Start with the monthly figures behind the question instead of searching through statements manually.
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
A cash flow question can consume an hour when the supporting monthly numbers are not assembled quickly.
- Tie analysis to a specific question
- Return the relevant monthly figures
- Shorten finance investigation time
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docsumo in the Notis portal once.
- 2Create an automation named cash flow question intake.
- 3Tell Notis to run MCA analysis on the processed bank statements and answer the finance question using monthly credits, debits, and balances.
- 4Choose a notis_webhook trigger.
- 5Choose a report channel and test with one real finance question.
Questions about this workflow
Can Notis answer questions about missing months?
It can identify missing months in the returned analysis, but it cannot infer figures that the processed statements do not contain.
Should I include a threshold?
Yes. Include any threshold or comparison rule needed for the question to be answered consistently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Docsumo. A trigger fires from one place; an action lands in another.
1password triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
1password and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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