Review merchant cash advance activity from bank statements
Start an MCA analysis when a statement arrives in your Box review folder, then review monthly credits, debits, and balances.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
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
Manual statement review makes it harder to get a consistent month-by-month view of account activity.
- Request a month-by-month breakdown of account credits, debits, and balances.
- Reduce repeated manual review of processed statements.
- Keep analysis tied to the Box folder used for statement intake.
Setup
Build it in a few focused steps.
- 1Connect Box and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: when a bank statement is added to this Box folder and is processed in Docsumo, run MCA analysis and report the result.
- 4Pick the New File Added to Folder trigger for the statement folder, then choose where run reports should go.
- 5Test with one real processed bank statement.
Questions about this workflow
Does the action process or extract a newly uploaded statement?
The listed action performs MCA analysis on bank statements after documents are processed. It is not a document upload or extraction action.
What does the analysis return?
The action is described as providing a month-by-month breakdown of account credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Docsumo. A trigger fires from one place; an action lands in another.
Box triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
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Webhook trigger
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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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
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.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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When this happens · Trigger
Do this · Action
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