Focus MCA analysis on priority finance work
When a finance task changes priority, get the numbers needed for the next decision.
Trigger
Task Priority Updated
Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.
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
High priority finance tasks still require manual checks before anyone can act.
- Focus analysis where urgency changed
- Reduce manual status chasing
- Support faster underwriting decisions
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docsumo once in Notis.
- 2Create an automation for prioritized finance tasks.
- 3Tell Notis to review the task context, run Docsumo MCA Analysis when the required statements are ready, and summarize decision relevant changes.
- 4Pick the ClickUp Task Priority Updated trigger and choose where reports go.
- 5Test with one priority change.
Questions about this workflow
Will it analyze every priority change?
Yes, unless your instruction tells Notis to proceed only when the task context confirms a statement review.
Can it invent missing balances?
No. Missing documents or values should be reported as missing.
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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