Start an MCA review when a statement is ready for analysis
Use an incoming request to kick off a focused Docsumo bank statement review.
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
When a statement is ready, a manual handoff can leave the analysis waiting in another queue.
- Start the workflow from a Notis HTTP webhook.
- Keep the request context with the analysis run report.
- Review the monthly breakdown returned by Docsumo.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docsumo once in the Notis portal.
- 2Create an automation and describe the bank statement review you want.
- 3Tell Notis to run Docsumo MCA analysis and summarize the returned monthly credits, debits, and balances alongside the request context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example of a statement ready for analysis.
Questions about this workflow
Is there a built-in Agenty trigger for this?
No Agenty trigger events are listed. A request must reach the Notis webhook to start the automation.
Does the webhook itself upload a statement to Docsumo?
The listed action performs MCA analysis. The request can carry context, but document upload is not among the provided actions.
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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