Get a month-by-month MCA analysis from Docsumo
Start an MCA analysis when you need a clearer view of account credits, debits, and balances across months.
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 piecing together monthly bank statement activity can make financial review slow and interrupt focused work.
- Request the available month-by-month account breakdown.
- Review credits, debits, and balances in a single workflow.
- Start analysis from a webhook request when statements are ready.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docsumo once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the outcome: run Docsumo MCA analysis on the relevant processed bank statements and summarize the monthly breakdown.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example using statements available for analysis.
Questions about this workflow
What does the analysis return?
The listed action is for month-by-month account credits, debits, and balances after documents are processed.
Does the webhook upload or process statements?
The webhook starts the automation. The available action is MCA analysis; it does not specify a document upload or processing step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docsumo. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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