Get a Month-by-Month MCA View of Bank Statements
Once bank statements have been processed, start an analysis on demand and bring monthly credits, debits, and balances into a Notis run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Why this helps
Reviewing statement activity month by month takes concentration and can slow down a time-sensitive financing review.
- Run Docsumo's MCA analysis after bank statements are processed.
- Get a month-by-month breakdown of account credits, debits, and balances.
- Start the analysis from a connected workflow using a Notis webhook.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal and make sure the bank statements are processed before analysis.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to run Docsumo MCA Analysis on the processed bank statements and summarize the monthly credits, debits, and balances returned.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real processed statement example and review the report.
Questions about this workflow
Does the webhook process or upload the statements?
No. This workflow runs MCA Analysis on bank statements after they have been processed in Docsumo.
What information does MCA Analysis return?
It provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Docsumo. A trigger fires from one place; an action lands in another.
Airtable triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
View Created
Triggers when a new view is created in an Airtable base.
View Deleted
Triggers when a previously known Airtable view is deleted.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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When this happens · Trigger
Do this · Action
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