Start MCA analysis from an approved request
Let an approved request launch the bank statement analysis your financing review needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Approved analysis requests often wait in a queue because the handoff to the analysis tool is manual.
- Reduce queue time for approved analyses
- Keep requests tied to processed statements
- Standardize financing review handoffs
Setup
Build it in a few focused steps.
- 1Connect Docsumo and the requesting system in Notis.
- 2Create an automation instructing Notis to run MCA analysis for each webhook request that identifies processed bank statements.
- 3Select a Notis webhook trigger and give the sender the webhook endpoint.
- 4Choose a report channel and test with one approved request.
Questions about this workflow
What must the request identify?
It should identify the processed bank statements to analyze.
What output should I expect?
Docsumo provides a month by month breakdown of 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.