Turn an analysis request into a Docsumo statement review
When an email asks for an MCA review, have Notis run Docsumo's analysis on available, processed bank statements and report the result.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Why this helps
Analysis requests can get buried in the inbox, while preparing a month-by-month view takes extra attention and follow-up.
- Catch incoming analysis requests promptly.
- Get monthly account credits, debits, and balances from Docsumo's MCA analysis.
- Keep the result and any processing gaps visible in a run report.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, say to run Docsumo MCA Analysis for an emailed review request and report whether processed bank statements are available.
- 4Choose Agent mail's New Email Received trigger and select where run reports should go.
- 5Test with one real request email and processed statement data in Docsumo.
Questions about this workflow
Does this workflow upload an emailed bank statement to Docsumo?
No. The available Docsumo action performs MCA analysis on bank statements after documents are processed. This workflow assumes the relevant statements are already available there.
What does the MCA analysis return?
The action 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 Agent mail to Docsumo. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
New Email Received
Trigger for new emails in an AgentMail inbox
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Connect any two apps with Notis in the middle.
Agent mail and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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