Analyze bank statements from an email request
Turn a request in Outlook into a focused MCA analysis without losing the surrounding context.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Bank statement analysis requests get delayed when the request email and the analysis tool live in separate places.
- Keep the request context with the analysis
- Speed up recurring underwriting reviews
- Receive a structured monthly breakdown
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal.
- 2Create an automation and name the analysis workflow.
- 3Tell Notis to read each new message, identify the referenced processed bank statement, and request Docsumo MCA analysis.
- 4Choose New Outlook Message as the trigger.
- 5Select a report channel and test with one real request email.
Questions about this workflow
Does the bank statement need to be processed first?
Yes. The MCA action is intended for bank statements after documents are processed in Docsumo.
What does MCA analysis return?
It provides a month by month breakdown of account credits, debits, and balances.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsumo. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.