Review MCA statement analysis on a schedule
Make recurring statement analysis easier to keep up with by having Notis request the available MCA breakdown on a schedule.
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
Recurring financial reviews can slip when they rely on someone remembering to start each analysis manually.
- Put recurring analysis on a schedule.
- Get the monthly figures in a concise report.
- Reduce manual follow-up to start routine statement reviews.
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 MCA analysis on available processed bank statements and summarize the monthly figures.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example using statements available for analysis.
Questions about this workflow
Will the schedule create or upload bank statements?
No. It starts the workflow on a schedule. The available action performs MCA analysis on documents after they are processed.
What figures can the report summarize?
The action is described as providing monthly account credits, debits, and balances.
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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