Start MCA analysis when documents are ready
Connect your intake signal to a month by month Docsumo MCA analysis report through Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Ready documents can sit idle between intake and analysis when the handoff depends on someone noticing a status change.
- Trigger analysis from a reliable readiness signal
- Get monthly credits, debits, and balances in one report
- Reduce manual monitoring of document queues
Setup
Build it in a few focused steps.
- 1Connect Docsumo to Notis once in the portal and identify the system that will send the readiness webhook.
- 2Create an automation telling Notis to run MCA Analysis when processed bank statement documents are ready.
- 3Choose a Notis webhook trigger and include the request context needed to identify the processed documents.
- 4Choose where the analysis report should go.
- 5Test with one real readiness event.
Questions about this workflow
When should this webhook fire?
It should fire when the relevant bank statement documents have already been processed and are ready for MCA analysis.
What does the report contain?
The action returns a month-by-month breakdown of account credits, debits, and balances.
What if the source documents are not processed?
Notis should report that the prerequisite processing state is missing rather than claim an analysis result.
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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