Run a weekly MCA review for processed statements
Keep portfolio reviews moving with a scheduled MCA breakdown of processed bank statements.
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
Founders lose time rebuilding the same financial review each week from already processed documents.
- Create a dependable review rhythm
- Spot credit and debit shifts
- Reduce spreadsheet preparation
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis.
- 2Create an automation describing the weekly MCA review.
- 3Tell Notis to run MCA analysis on processed bank statements and summarize the result.
- 4Pick a recurring schedule and choose where reports go.
- 5Test with one real statement set before the first scheduled run.
Questions about this workflow
Does this process new documents?
It runs MCA analysis on bank statements that have already been processed.
Can I choose the cadence?
Yes. Choose the recurring schedule in the automation setup.
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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