Schedule recurring MCA analysis
Keep recurring financial reviews moving without relying on someone to remember the next analysis.
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
Periodic statement reviews slip when the next analysis depends on a manual reminder or handoff.
- Reduce missed review cycles
- Standardize monthly analysis requests
- Keep financial reporting consistent
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal if source context is stored in email.
- 2Create an automation and select a recurring schedule.
- 3Tell Notis which processed bank statements to review and request Docsumo MCA analysis for each run.
- 4Set the schedule and choose a report channel.
- 5Test with one real processed statement.
Questions about this workflow
Can the workflow find every statement automatically?
Only if the relevant statement references or selection rules are supplied in the prompt or run context.
What if a statement is not processed yet?
The workflow should report that it cannot run MCA analysis until the document is processed.
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.