Run MCA analysis from new finance child pages
Keep statement analysis attached to the finance workstream where it belongs.
Trigger
New Child Page Created
Triggers when a new child page is created under a specific parent page in Confluence.
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
A finance page gets created, but the supporting statement analysis remains a separate forgotten task.
- Link documentation to analysis
- Reduce missed finance tasks
- Provide monthly cash flow evidence
Setup
Build it in a few focused steps.
- 1Connect Confluence and Docsumo once in Notis.
- 2Create an automation named Finance child page review.
- 3Tell Notis to locate the relevant processed bank statement in Docsumo and run MCA analysis, noting any missing source.
- 4Pick New Child Page Created as the trigger.
- 5Choose a report channel and test with one finance child page.
Questions about this workflow
What identifies the relevant statement?
Use the child page context and any statement reference present in the event payload.
What happens when several statements match?
Ask Notis to list the candidates and request a selection.
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.
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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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