Review MCA statement analysis on a schedule
Bring the month by month bank statement analysis Docsumo provides into a recurring report for review.
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
Preparing for a cash advance review can involve manually revisiting statement breakdowns and balances.
- Request the available month by month MCA breakdown.
- See credits, debits, and balances returned after document processing.
- Keep recurring review results in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to run MCA analysis on the relevant processed bank statements and summarize returned monthly credits, debits, and balances.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and verify the analysis against the processed statement.
Questions about this workflow
Does this process an unsubmitted bank statement?
The action is for MCA analysis on bank statements after documents are processed. This workflow does not upload or process a new statement.
Is the analysis financial advice?
No. It reports the breakdown returned by Docsumo for review and does not make a lending or funding decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docsumo. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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