Review processed bank statements with scheduled MCA analysis
Get a recurring month-by-month view of credits, debits, and balances from bank statements processed in Docsumo.
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
Remembering to run a financial review after statement processing adds follow-up work and can delay decisions.
- Run MCA analysis on a recurring schedule.
- Review month-by-month account credits, debits, and balances.
- Receive the output in a chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal and make sure the bank statements to review have been processed there.
- 2Create an automation in Automations, New Automation, and name it for the recurring MCA review.
- 3In one instruction, ask Notis to run MCA analysis on the processed bank statements and summarize the month-by-month credits, debits, and balances.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real processed statement example and review the run report.
Questions about this workflow
Does the schedule process or upload bank statements?
No. This action performs MCA analysis on bank statements after they have been processed in Docsumo.
What does the analysis return?
A month-by-month breakdown of account credits, debits, and balances.
Can this analyze a statement before Docsumo processes it?
No. The bank statements need to be processed in Docsumo before MCA analysis can run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Docsumo. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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When this happens · Trigger
Do this · Action
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