Review processed bank statements with scheduled MCA analysis
Set a regular cadence for analyzing processed statements and reviewing the monthly breakdown returned.
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
Bank statement analysis can slip when reviewing processed documents depends on remembering to run it manually.
- Make recurring analysis part of a chosen schedule.
- Review monthly credits, debits, and balances in a report.
- Reduce manual steps to revisit processed statement analysis.
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 results.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the processed statements are included.
Questions about this workflow
Does this automatically process new bank statements?
The listed action performs MCA analysis on bank statements after documents are processed. This workflow does not add a document processing action.
Can it compare month-over-month balances?
It can summarize the monthly breakdown returned. A comparison needs multiple months of returned data.
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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