Schedule a monthly MCA cash flow review
Start each finance review with the same clear monthly statement breakdown.
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
Recurring financing reviews become stressful when someone has to remember the analysis step every month.
- Make the analysis repeatable
- Receive consistent monthly figures
- Prepare financing conversations faster
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docsumo in the Notis portal once.
- 2Create an automation named monthly MCA cash flow review.
- 3In one instruction, ask Notis to run MCA analysis on the current processed bank statements and summarize monthly credits, debits, and balances.
- 4Pick a notis_cron schedule for the monthly review.
- 5Choose the report destination and test with one real statement set.
Questions about this workflow
What if no new statements are processed?
The run can report that no current processed statement set was supplied, so the missing input is visible instead of guessed.
Can I use this for underwriting decisions?
It provides the Docsumo analysis output; you should apply your own underwriting criteria to the reported figures.
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.
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.
1password and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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