Review monthly bank statement analysis
Get a concise view of Docsumo's month-by-month merchant cash advance analysis after statements are processed.
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
Reviewing monthly credits, debits, and balances by hand can slow down decisions and pull focus from other work.
- Bring returned monthly credits, debits, and balances into one report.
- Reduce manual review of processed statement analysis.
- Make a recurring or event driven analysis easier to act on.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: retrieve Docsumo's MCA analysis for the relevant processed statements and summarize the monthly credits, debits, and balances.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real processed statement example and review the returned analysis.
Questions about this workflow
Does this workflow process bank statements?
The action performs MCA analysis on bank statements after documents are processed. It does not itself describe an upload or processing step.
Can it analyze statements that are not in Docsumo?
No. The analysis is provided by Docsumo for relevant statements in that system.
Does the report provide financial advice?
No. It summarizes Docsumo's returned month-by-month analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docsumo. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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