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Notis

Review merchant cash advance analysis after parsing

When Airparser finishes a bank statement, Notis can start Docsumo's MCA analysis and deliver the 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

Getting a month-by-month view of credits, debits, and balances can require a separate manual step after parsing.

  • Start the analysis from a parsed statement event
  • Get monthly credits, debits, and balance breakdowns
  • Keep the result visible in a run report

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Docsumo once in Notis.
  • 2Create an automation for bank statement analysis.
  • 3Describe the outcome: when an Airparser result indicates a bank statement, request Docsumo MCA analysis and report the returned month-by-month breakdown.
  • 4Choose the webhook trigger and where reports should go.
  • 5Test with one real bank statement example.

Questions about this workflow

Does this analyze every kind of document?

The listed Docsumo action is specifically for merchant cash advance analysis on bank statements.

Does this replace a financial review?

No. It returns an analysis breakdown for review; it does not make a lending or financial decision.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Docsumo. A trigger fires from one place; an action lands in another.

Airparser triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Summarizes the document types enabled or disabled for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Table Row

Adds an empty row to the end of a database table.

ActionInstant

Get User Document Types

Lists the user’s available document types and limits.

ActionInstant

Create Folder

Creates a folder for organizing documents.

ActionInstant

MCA Analysis

Analyzes uploaded bank statements to produce financial summaries and monthly transaction breakdowns.

ActionInstant

Delete Table

Permanently deletes one or more database tables.

ActionInstant

Get External Agents

Lists external agents configured for document or case processing.

ActionInstant

Get Table Data

Retrieves all data from a specified database table.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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