Run MCA analysis from a WhatsApp request
Turn an incoming financing request into a Docsumo merchant cash advance analysis report without leaving your intake channel.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
MCA requests can get buried in chat while someone manually moves the task into a document analysis tool.
- Catch analysis requests while they are fresh
- Receive monthly credits, debits, and balances in one report
- Reduce manual handoff from chat to analysis
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docsumo to Notis once in the portal.
- 2Create an automation for MCA analysis intake.
- 3Tell Notis to run Docsumo MCA Analysis for WhatsApp requests that identify processed bank statements and to report missing inputs.
- 4Pick New WhatsApp Message Received as the trigger and choose the report destination.
- 5Test with one real message tied to already processed bank statement documents.
Questions about this workflow
What does MCA Analysis provide?
It provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Can it analyze a statement attached only in WhatsApp?
The action requires documents to be processed in Docsumo; the message alone may not provide the needed source data.
What happens when the request is not about MCA analysis?
Notis can report that the message does not contain a matching analysis request.
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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