Start MCA intake when a new statement document appears
Give every new statement a predictable path into financial analysis.
Trigger
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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
New statement documents can be forgotten before anyone checks whether analysis is ready.
- Create a consistent intake signal
- Identify missing processed data early
- Reduce forgotten statement reviews
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Docsumo in Notis once.
- 2Create an automation that requests MCA analysis for each new statement and reports whether results are available.
- 3Pick New Document Created as the trigger.
- 4Choose a report channel.
- 5Test with one new statement document.
Questions about this workflow
Will it analyze every new Google Doc?
Your instruction can tell Notis to limit the request to documents that are bank statements or related financial records.
What should happen when data is missing?
Ask Notis to flag the document and state that Docsumo processing or results are unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Docsumo. A trigger fires from one place; an action lands in another.
Google Docs 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 Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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