Turn a bank statement handoff into an MCA analysis
When your team confirms that bank statements have been processed and are ready, let a Slack message cue Docsumo's MCA analysis.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Financial analysis can stall when the handoff from document processing to review depends on someone remembering the next step.
- Reduce manual follow-up after statement processing.
- Start analysis from the team's existing handoff message.
- Get a month-by-month view of credits, debits, and balances.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docsumo to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to set it up conversationally.
- 3Write one instruction to run Docsumo MCA analysis when Slack confirms the bank statements have been processed and are ready.
- 4Select Channel Message Received as the trigger and choose where run reports should go.
- 5Test with one real handoff for processed bank statements.
Questions about this workflow
Does the action process raw statements?
The supplied action performs MCA analysis on bank statements after documents are processed.
What does the analysis include?
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 Slack to Docsumo. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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