Run MCA analysis after a financing review meeting
Move from financing conversation to month by month bank statement analysis with one prompt.
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
Financing reviews create a handoff gap between what was discussed and the analysis someone still needs to run.
- Reduce manual handoffs after financing calls
- Keep analysis requests tied to meeting context
- Get month by month credits, debits, and balances
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Docsumo in Notis.
- 2Create an automation instructing Notis to identify transcripts requesting MCA analysis and run Docsumo MCA analysis on the referenced processed bank statements.
- 3Choose Fireflies Transcription Complete as the trigger.
- 4Select a report channel and test with one financing review transcript.
Questions about this workflow
What does MCA analysis provide?
It provides a month by month breakdown of account credits, debits, and balances after documents are processed.
Will it process documents mentioned but not available?
No. The required bank statements must be processed and available to Docsumo.
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
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