Run MCA analysis after bank statement processing
Turn a completed statement processing step into a ready to review MCA analysis.
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
Financial reviews stall when someone must remember to start analysis after documents finish processing.
- Remove manual follow up
- Get month by month account summaries
- Speed up underwriting reviews
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation and describe the MCA analysis outcome.
- 3Tell Notis to run MCA analysis when your processing webhook confirms bank statements are ready.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real processed statement set.
Questions about this workflow
What does the analysis include?
Docsumo MCA Analysis provides month by month account credits, debits, and balances after documents are processed.
What sends the webhook?
Your existing processing system or upload flow sends the HTTP request to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docsumo. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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