See monthly cash flow from processed statements
Turn processed bank statement information into a month-by-month analysis you can review as part of your regular business routine.
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
Manually compiling monthly statement activity takes time away from running the business.
- Get a month-by-month breakdown from Docsumo MCA analysis.
- Bring statement review into a recurring routine.
- Use the report to plan the next Agiled finance task.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to run MCA analysis on relevant processed bank statements and summarize the monthly results for your Agiled finance review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check that the analysis matches the statement period you expect.
Questions about this workflow
Does this action process a bank statement?
No. MCA Analysis provides a month-by-month breakdown after documents are processed. The action list does not include document upload or processing.
What if Docsumo has no processed statements?
The workflow can report that no analysis was available. It cannot create missing statement data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsumo. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.