Get a month-by-month MCA analysis from Docsumo
Request an MCA analysis and get the returned account credits, debits, and balances in a readable summary.
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 statement activity month by month can be slow when the figures need to be gathered from processed documents.
- Summarize returned monthly credits, debits, and balances.
- Start an analysis from an HTTP request.
- Make processed bank statement analysis easier to review.
Setup
Build it in a few focused steps.
- 1Connect Agentql and Docsumo once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to run MCA analysis on the relevant processed bank statements and summarize the monthly breakdown returned.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real request and review the analysis output.
Questions about this workflow
What does MCA analysis return?
It provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Can it analyze documents that have not been processed?
The action is described for bank statements after documents are processed. Ensure the relevant statements have been processed before running it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Docsumo. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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