Keep recurring MCA reviews on schedule
Have Notis run the Docsumo analysis on a schedule and send the month-by-month account activity to your report channel.
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 financial reviews are easy to delay when they depend on someone remembering to run an analysis by hand.
- Put a recurring MCA analysis on a Notis schedule.
- Review monthly credits, debits, and balances from processed bank statements.
- Receive each run's result in a report channel you select.
Setup
Build it in a few focused steps.
- 1Connect Docsumo once in the Notis portal and confirm the bank statements to analyze have already been processed.
- 2Create an automation in Automations > New Automation and give it a name.
- 3In one instruction, ask Notis to run Docsumo MCA Analysis on the processed statements and report the month-by-month breakdown.
- 4Pick a Notis recurring schedule trigger and choose where run reports should go.
- 5Test with one real example using processed statements.
Questions about this workflow
Can the schedule process newly arriving documents?
The listed action analyzes bank statements after documents are processed. It does not upload or process new documents.
How often will the analysis run?
Choose the recurring schedule for the automation in Notis. The specific cadence depends on the schedule you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docsumo. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Connect any two apps with Notis in the middle.
Whatsapp and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.