Turn bank statement cards into an MCA analysis
Add a prepared bank statement case to Trello and get a month by month cash flow view from Docsumo.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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 reviews require repetitive extraction of credits, debits, and balances across statement periods.
- Speed up cash flow review
- Keep analysis tied to the case card
- Surface month by month trends quickly
Setup
Build it in a few focused steps.
- 1Connect Trello and Docsumo once in Notis.
- 2Create an automation instructing Notis to run MCA analysis for bank statements already processed for the new card.
- 3Pick the Trello New Card Trigger for the intake board.
- 4Choose a report channel for the analysis.
- 5Test with one real bank statement case.
Questions about this workflow
Are raw files processed by this workflow?
The bank statements must already be processed and available for Docsumo MCA analysis; otherwise the report identifies that prerequisite.
What does the result summarize?
It summarizes monthly account credits, debits, and balances returned by the MCA analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docsumo. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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