Run MCA analysis from a new Todoist task
Move a bank statement analysis request from your task list to a structured month by month breakdown.
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
Financial review tasks sit untouched while someone manually moves statements and instructions between tools.
- Start analysis from the task where the request already lives.
- Receive month by month credits, debits, and balances.
- 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 a new task and uses the bank statements or document references supplied by the user.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one task that includes the required processed statements.
Questions about this workflow
What must be available for MCA analysis?
Docsumo must have the relevant bank statements processed, or the user must provide the document references needed for the analysis.
What does the analysis contain?
It provides a month by month breakdown of account credits, debits, and balances after documents are 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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