Schedule recurring MCA reviews for processed statements
Put a recurring analysis on your calendar and review monthly credits, debits, and balances from processed bank statements.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Why this helps
Regular statement reviews can slip when each analysis depends on someone remembering to start it.
- Start a recurring Docsumo MCA analysis run.
- Review monthly credits, debits, and balances in run reports.
- Keep a regular review rhythm without manually launching each scheduled run.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the statement review.
- 3In one instruction, ask Notis to run Docsumo MCA analysis on bank statements after they have been processed and summarize the monthly breakdown.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real processed statement example before using the recurring schedule.
Questions about this workflow
Does the schedule itself process new statements?
No. The Docsumo action analyzes bank statements after they have been processed. The workflow does not upload or process documents.
What will each report contain?
The MCA analysis provides a month-by-month breakdown of account credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docsumo. A trigger fires from one place; an action lands in another.
Abstract triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Summarizes the document types enabled or disabled for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Table Row
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Get External Agents
Get Table Data
Connect any two apps with Notis in the middle.
Abstract and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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