Run a scheduled MCA portfolio review
Give your recurring underwriting review a dependable rhythm and one concise 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
Portfolio reviews slip when analysts must remember which processed statement cases need another look.
- Create a dependable review cadence
- Summarize credits, debits, and balances consistently
- Reduce manual case gathering
Setup
Build it in a few focused steps.
- 1Connect Docsumo in Notis once.
- 2Create an automation for recurring portfolio review.
- 3Tell Notis which processed bank statement cases to analyze and how to summarize month by month results.
- 4Choose a Notis recurring schedule and select where reports go.
- 5Run one scheduled test with a real case set.
Questions about this workflow
Does the schedule discover cases automatically?
Only if your instruction or connected context identifies them. Otherwise Notis should report that the case list is missing.
Can I change the cadence later?
Yes. Edit the Notis automation schedule and keep the analysis instruction current.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docsumo. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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