Keep MCA portfolio reviews on schedule
Make recurring merchant cash advance analysis easier to remember with scheduled Docsumo reports.
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 to start each analysis after documents are processed.
- Create a dependable review rhythm
- Get consistent monthly credits, debits, and balances
- Reduce manual reminders for recurring analysis
Setup
Build it in a few focused steps.
- 1Connect Docsumo to Notis once in the portal.
- 2Create a scheduled automation for the MCA portfolio review.
- 3Tell Notis to run MCA Analysis for the intended processed bank statement scope and summarize exceptions or missing prerequisites.
- 4Pick a recurring Notis cron trigger and choose the report channel.
- 5Test with one real portfolio review run.
Questions about this workflow
What must be ready before the run?
The relevant bank statement documents must already be processed in Docsumo.
What does each review show?
It shows month-by-month account credits, debits, and balances from the MCA analysis.
Can it analyze a scope that is not defined?
Notis needs the intended document scope or context supplied by the user or scheduling process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docsumo. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Connect any two apps with Notis in the middle.
Timelinesai and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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