Give new finance members an MCA analysis guide
Help finance teammates understand what Docsumo MCA analysis can deliver from processed statements.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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
New analysts waste time learning the analysis workflow through scattered messages and trial and error.
- Clarify the analysis workflow
- Explain expected monthly outputs
- Reduce repetitive onboarding support
Setup
Build it in a few focused steps.
- 1Connect Discord and Docsumo in Notis once.
- 2Create an automation that explains MCA analysis outputs and the document prerequisites for the new finance member.
- 3Pick New Member Joined as the trigger.
- 4Choose the finance report channel, then test with one join event.
Questions about this workflow
Does this run analysis automatically?
It uses the MCA analysis action to provide the requested analysis or explain what processed statements are needed.
What output should we expect?
The action focuses on monthly credits, debits, and balances from processed bank statements.
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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