Compare bank statement periods for a deal
Request Docsumo's monthly statement analysis and ask Notis to compare the results with a period or baseline you supply.
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
Changes in account activity can be hard to spot when monthly statement figures are reviewed one period at a time.
- Get month-by-month statement figures in one run.
- Compare returned results with a user-supplied prior period or baseline.
- Surface changes for a focused human review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation describing the analysis and the baseline or comparison period.
- 3Pick a webhook trigger and include the deal context and reference period.
- 4Choose where run reports go.
- 5Test with one real processed statement and verify the comparison.
Questions about this workflow
Can Notis supply historical baseline figures automatically?
No historical baseline is specified in the available action. Provide the comparison data or period context if you need a comparison.
Does a change in figures indicate a problem?
Not by itself. Notis can summarize a difference, but interpretation depends on the deal context and should be reviewed by a person.
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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