Run recurring MCA analysis on ready statements
Keep a regular financial review cadence for statements already prepared for analysis.
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
Recurring reviews are easy to miss when someone must remember to start each analysis.
- Keep reviews on schedule
- Reduce reminder overhead
- Receive consistent monthly breakdowns
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in Notis and ensure your process identifies statements ready for analysis.
- 2Create an automation describing the recurring MCA review.
- 3Pick a Notis cron trigger and set the agreed schedule.
- 4Choose where reports go and test with one ready statement set.
Questions about this workflow
What does the schedule act on?
It should act on statement context supplied by your process for documents ready to analyze.
Can I change the cadence?
Yes. Set the recurring schedule when configuring the cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docsumo. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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