Start MCA analysis from Discord
Turn a clear Discord request into a structured Docsumo cash flow analysis.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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 requests get buried in chat and require a separate manual handoff to analysis tools.
- Capture analysis requests where they happen
- Receive month by month credits and debits
- Reduce manual handoffs for financial review
Setup
Build it in a few focused steps.
- 1Connect Discord and Docsumo in Notis once.
- 2Create an automation that runs MCA analysis on the referenced processed bank statements and summarizes the result.
- 3Pick New Discord Message Trigger for the finance channel.
- 4Choose the report channel, then test with one real analysis request and document set.
Questions about this workflow
What does MCA analysis return?
Docsumo provides a month by month breakdown of account credits, debits, and balances after documents are processed.
Does the Discord message contain the bank statements?
The automation needs access to the processed documents referenced in your instruction; otherwise Notis reports what is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Docsumo. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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 Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Connect any two apps with Notis in the middle.
Discord and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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