Review monthly cash flow from processed bank statements
Request a month-by-month breakdown of account credits, debits, and balances from processed bank statements.
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
Preparing a merchant cash advance review can mean pulling together account activity and checking the monthly picture by hand.
- Request MCA analysis for bank statements after documents are processed.
- Review the monthly credits, debits, and balances returned by Docsumo.
- Receive the run report in a channel you choose.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel, and give it a name.
- 3In one instruction, ask Notis to run MCA analysis on the relevant processed bank statements and summarize the monthly breakdown.
- 4Pick the Notis webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
What does MCA Analysis provide?
It performs merchant cash advance analysis on bank statements and returns a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Does this automation process bank statements first?
No. The action is for analysis after documents have been processed. Processing itself is not one of the listed Docsumo actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docsumo. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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