Run a monthly MCA analysis review
Keep recurring financial review work on a schedule with a consistent Docsumo breakdown.
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
Monthly statement reviews slip when they depend on someone remembering to start the analysis.
- Create a recurring analysis checkpoint.
- Receive consistent month by month credit, debit, and balance details.
- Make missing statement inputs visible before review.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docsumo once in the Notis portal.
- 2Create an automation that runs MCA analysis for the processed bank statements identified in its instructions.
- 3Choose a Notis recurring schedule trigger.
- 4Choose a report channel and test with one run that has the required documents.
Questions about this workflow
Where do the statements come from?
The statements must already be processed in Docsumo or be supplied through the automation context; the schedule does not create them.
What happens if a month is missing?
The report can flag missing input, but Docsumo cannot analyze documents that were not supplied or processed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docsumo. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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