Prepare monthly cash flow figures for review
Use a deal review request to gather Docsumo's month-by-month 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
Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.
Why this helps
Preparing a consistent monthly view of statement activity can take time when figures need to be gathered during a deal review.
- Collect monthly credits, debits, and balances from processed statements.
- Bring statement analysis into a deal review workflow.
- Keep analysis tied to the documents available in Docsumo.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsumo once in the Notis portal.
- 2Create an automation describing the monthly cash flow analysis to retrieve.
- 3Pick a webhook trigger and include the deal and statement context available.
- 4Choose where run reports go.
- 5Test with one processed statement and check the output.
Questions about this workflow
Is this a general-purpose financial analysis?
The listed action performs merchant cash advance analysis on bank statements and returns monthly figures. It is not described as a general financial analysis.
Can it decide whether a deal is financially sound?
No. It provides statement figures for a person to review in 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.