Turn cash flow meeting notes into analysis
Move from the cash flow conversation to a month by month analysis while the context is fresh.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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
Cash flow meetings often end with an analysis promise that gets lost among other founder priorities.
- Prevent analysis promises from being forgotten
- Preserve meeting context
- Get consistent cash flow breakdowns
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Docsumo in Notis.
- 2Create an automation telling Notis to detect cash flow analysis requests in completed transcripts and run MCA analysis on referenced processed bank statements.
- 3Choose Fireflies Transcription Complete as the trigger.
- 4Pick a report channel and test with one cash flow review transcript.
Questions about this workflow
What if no processed statements are referenced?
The report should identify the missing inputs instead of pretending analysis was completed.
What metrics are included?
Docsumo returns month by month credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Docsumo. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Connect any two apps with Notis in the middle.
Fireflies and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.