Turn review estimates into analysis progress
When effort is planned, make the financial analysis ready for the work.
Trigger
Task Time Estimate Updated
Triggers when a task's time estimate is set, changed, or cleared. `changes[]` carries `TimeEstimateChange` entries only; `before` and `after` are millisecond strings or `null`.
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
Estimating a statement review does not reveal whether the financial picture is ready for a decision.
- Connect planning with evidence
- Identify missing processed documents
- Support realistic review planning
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docsumo once in Notis.
- 2Create an automation for statement review estimates.
- 3Tell Notis to inspect estimate changes, confirm document readiness, run MCA Analysis when possible, and summarize blockers.
- 4Pick the ClickUp Task Time Estimate Updated trigger and choose a report channel.
- 5Test with one changed estimate.
Questions about this workflow
Does the estimate itself affect the MCA result?
No. It is a workflow cue; Docsumo analysis depends on processed bank statements.
Can it report blockers?
Yes. Instruct Notis to list missing documents or prerequisites explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Docsumo. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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