Run MCA analysis when a Coda page is updated
Use a page update as the handoff for a fresh month by month cash flow analysis.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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
Financial review work stalls when a changed underwriting page does not trigger the next analysis step.
- Start analysis from an existing review signal
- Get month by month credits, debits, and balances
- Reduce manual handoffs in underwriting
Setup
Build it in a few focused steps.
- 1Connect Coda and Docsumo once in Notis.
- 2Create an automation instructing Docsumo to run MCA analysis on the processed bank statements associated with the updated page.
- 3Pick the Specific Coda Page Updated trigger.
- 4Choose a report channel and test with one real page update.
Questions about this workflow
What does MCA analysis return?
It provides a month by month breakdown of account credits, debits, and balances after documents are processed.
Are documents uploaded by this workflow?
No. The bank statements must already be processed in Docsumo.
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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