Review monthly MCA analysis for processed bank statements
Schedule a recurring review of Docsumo's MCA analysis after bank statements are processed, with the month-by-month breakdown ready in your run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A founder reviewing cash flow can lose time rebuilding monthly credits, debits, and balances from processed statements.
- Run MCA analysis on bank statements after processing.
- Review month-by-month account credits, debits, and balances.
- Keep recurring analysis available in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to run MCA analysis on processed bank statements and summarize the month-by-month credits, debits, and balances.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run after a bank statement has been processed, then review the report.
Questions about this workflow
Does the schedule process bank statements?
No. The listed MCA action performs analysis on bank statements after documents are processed. Document processing is not included in the available actions.
What does the analysis provide?
It provides a month-by-month breakdown of account credits, debits, and balances.
Is this a general cash flow forecast?
No. It is an MCA analysis of processed bank statements, not a forecast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docsumo. A trigger fires from one place; an action lands in another.
Gmail triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Connect any two apps with Notis in the middle.
Gmail and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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