Turn processed bank statements into a monthly cash flow breakdown
Request a month-by-month view of credits, debits, and balances when processed bank statements are ready for MCA analysis.
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
Manually assembling monthly account activity from bank statements takes focus away from reviewing the business decision.
- Request a consistent monthly breakdown of credits, debits, and balances.
- Start the analysis from an HTTP request in an existing Ably-driven process.
- Keep the run report available for follow-up in a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Ably and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to run Docsumo MCA Analysis on the relevant bank statements after documents are processed.
- 4Choose the Notis webhook trigger, then choose where run reports should go.
- 5Test with one real example using processed bank statements.
Questions about this workflow
Does this workflow process bank statements?
No. The listed action performs MCA analysis on bank statements after documents are processed. Document processing must already have happened.
What does the analysis return?
It provides a month-by-month breakdown of account credits, debits, and balances, subject to the processed statement data available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docsumo. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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