Review monthly bank statement analysis
Bring Docsumo's month-by-month bank statement analysis into a regular review for agency decisions.
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
Pulling together monthly credits, debits, and balances for a financing review can take repeated manual checks.
- Run a recurring MCA analysis for processed bank statements.
- Review returned month-by-month credits, debits, and balances.
- Keep analysis findings in a predictable run report.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to run MCA analysis on the intended processed bank statements and summarize the returned monthly breakdown.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and verify the analysis results.
Questions about this workflow
Does this action process or upload bank statements?
No. It performs MCA analysis on bank statements after documents are processed. The statements must already be available for analysis.
Does the result make a lending decision?
No. It returns a month-by-month breakdown of credits, debits, and balances for review; any decision criteria must be provided separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsumo. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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