Review MCA metrics when a bank statement is attached
Turn a newly filed statement into a faster financing review.
Trigger
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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
Financial review stalls when statements are filed but the analysis step is forgotten.
- Reduce forgotten analysis steps
- Surface monthly credits and debits
- Create a consistent review handoff
Setup
Build it in a few focused steps.
- 1Connect Confluence and Docsumo once in Notis.
- 2Create an automation named Bank statement MCA review.
- 3Tell Notis to identify the matching processed Docsumo bank statement and run MCA analysis, reporting missing processing or source details.
- 4Pick New Attachment Added as the trigger.
- 5Choose a report channel and test with one real statement attachment.
Questions about this workflow
What if Docsumo has not processed the statement?
The report should say that processing is missing instead of inventing results.
Does this approve financing?
No. It provides analysis for a human financing decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Docsumo. A trigger fires from one place; an action lands in another.
Confluence 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 Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
Connect any two apps with Notis in the middle.
Confluence and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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