Turn a cash advance task into MCA analysis
Keep the cash advance request and its financial breakdown in one connected workflow.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Cash advance reviews stall when task instructions and statement analysis live in separate places.
- Start analysis from the assigned review task.
- Return a structured month by month breakdown.
- Expose missing statement references early.
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 referenced in each new cash advance task.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one complete review task.
Questions about this workflow
What must the task include?
It should identify the processed bank statements or provide the context needed to locate them; otherwise the required analysis input is missing.
What does MCA analysis summarize?
It summarizes account credits, debits, and balances month by month.
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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