Review monthly bank statement activity for an opportunity
When a financing opportunity calls for statement analysis, request Docsumo's monthly breakdown and get the key figures in a run report.
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
Manually assembling month-by-month activity from statements slows deal review and invites missed details.
- Get month-by-month credits, debits, and balances after processing.
- Reduce manual statement review during deal assessment.
- Tie an analysis request to explicit opportunity context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docsumo once in the Notis portal.
- 2Create an automation that requests MCA analysis for the relevant processed bank statements and summarizes monthly credits, debits, and balances.
- 3Pick the Notis webhook trigger when a deal is ready for statement analysis.
- 4Choose where run reports should go, then test with one real processed statement example.
Questions about this workflow
Does this process raw bank statement files?
The action performs MCA analysis on bank statements after documents are processed. It does not describe an upload or document processing step.
What does the analysis include?
The listed 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 Agile CRM to Docsumo. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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