Run scheduled MCA analysis for processed statements
Make recurring financial review easier with a scheduled month by month statement analysis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Periodic portfolio reviews are easy to miss when each analysis requires a manual kickoff.
- Create a dependable review cadence
- Standardize monthly breakdowns
- Reduce repeated manual launches
Setup
Build it in a few focused steps.
- 1Connect Docsumo in Notis.
- 2Create an automation instructing Docsumo to run MCA analysis on the processed bank statements included in the review.
- 3Pick the Notis cron trigger and set the recurring schedule.
- 4Choose where run reports go and test with one scheduled run.
Questions about this workflow
What does the report break down?
It breaks down account credits, debits, and balances month by month after processing.
Does the schedule find unprocessed files?
No. The statements must already be processed and included in the instruction's review scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Docsumo. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Connect any two apps with Notis in the middle.
Coda and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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