Get a regular month-by-month MCA analysis from Docsumo
Review the credits, debits, and balances returned by Docsumo without remembering to start the analysis manually.
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
A recurring financial review is easy to delay when it depends on remembering to open the right tool and run an analysis.
- Run the supported MCA analysis on a recurring schedule.
- Review monthly credits, debits, and balances in the returned analysis.
- Receive a run report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and name it for your bank statement review.
- 3Tell Notis to run Docsumo MCA analysis and summarize its month-by-month credits, debits, and balances.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the analysis output is clear.
Questions about this workflow
Does this analyze any kind of document?
The listed action is specifically MCA analysis on bank statements.
Will it calculate missing financial history?
No. The analysis can only use the bank statement information available to Docsumo.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docsumo. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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