Review monthly bank statement figures for a deal
Bring a finance review request into Notis and run Docsumo MCA analysis on processed bank statements for a month-by-month view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Why this helps
Reviewing bank statements alongside deal notes can require repeated context switching and manual figure gathering.
- Get a monthly breakdown of account credits, debits, and balances.
- Bring analysis into a deal review request.
- Keep the output tied to processed bank statements.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation describing the bank statement analysis needed for the deal.
- 3Pick a webhook trigger and include the deal context and document reference available to the workflow.
- 4Choose where run reports go.
- 5Test with one real processed bank statement and review the analysis.
Questions about this workflow
Does this analyze any bank statement automatically?
The action performs MCA analysis on bank statements after documents are processed. Provide the relevant context and verify the document is available in Docsumo.
Does this make a lending or investment decision?
No. It returns a month-by-month breakdown; a person should interpret the figures in the broader deal context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsumo. A trigger fires from one place; an action lands in another.
Affinity 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
Adds an empty row to the end of a database table.
Get User Document Types
Lists the user’s available document types and limits.
Create Folder
Creates a folder for organizing documents.
MCA Analysis
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Delete Table
Permanently deletes one or more database tables.
Get External Agents
Lists external agents configured for document or case processing.
Get Table Data
Retrieves all data from a specified database table.
Connect any two apps with Notis in the middle.
Affinity and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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