Run MCA analysis from a received statement email
Turn an incoming statement email into a month by month financial view.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Statement emails sit unread or unreviewed while financial decisions wait.
- Reduce email based processing delays
- Start review as statements arrive
- Surface credits, debits, and balances
Setup
Build it in a few focused steps.
- 1Connect Google Super and Docsumo once in Notis.
- 2Create an automation that runs MCA analysis when a received email contains a processed bank statement.
- 3Pick New Gmail Message Received Trigger as the trigger.
- 4Choose a report destination and test with one real statement email.
Questions about this workflow
Does the email need an attachment?
Provide the processed statement context required by the MCA analysis action.
Can I exclude unrelated emails?
Describe the statement email context in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
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Google Super triggers
Docsumo actions
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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.
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Google Super and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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