Review MCA bank statement analysis after a matching Drive file arrives
Use a matching Drive file as your prompt to review Docsumo's month-by-month MCA analysis of processed bank statements.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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
MCA review can be delayed when bank statements and their analysis are spread across separate tools.
- Use a matching Drive file as a timely reminder to review MCA results.
- See the monthly account credits, debits, and balances returned by the Docsumo action.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Docsumo once in the Notis portal.
- 2Create an automation in Automations and give it a clear name.
- 3In one instruction, ask Notis to request MCA analysis of bank statements available in Docsumo after processing, and summarize the returned month-by-month credits, debits, and balances.
- 4Choose the Google Drive New File Matching Query trigger and select where run reports should go.
- 5Test with one real matching file and confirm the relevant bank statements are available in Docsumo.
Questions about this workflow
Does the Drive trigger send the file to Docsumo for processing?
The listed action performs MCA analysis on bank statements after documents are processed. This workflow does not claim to upload or process the Drive file in Docsumo.
What information does MCA analysis provide?
The action provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Docsumo. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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