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Run MCA analysis when a bank statement reaches Drive

Make a new bank statement file the start of financial review.

Trigger

File Created

Triggers when a new file is created in Google Drive.

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

Bank statements land in Drive but wait for someone to notice and start analysis.

  • Start analysis from file arrival
  • Reduce manual monitoring of Drive
  • Get structured monthly financial results

Setup

Build it in a few focused steps.

  • 1Connect Google Super and Docsumo once in Notis.
  • 2Create an automation that runs MCA analysis when a new Drive file is a processed bank statement.
  • 3Pick File Created as the trigger.
  • 4Choose where run reports go and test with one real statement file.

Questions about this workflow

Will every new Drive file run MCA analysis?

Instruct Notis to run it only when the new file represents a processed bank statement.

What output should I expect?

The action returns month by month credits, debits, and balances.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Super to Docsumo. A trigger fires from one place; an action lands in another.

Google Super triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

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.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Super and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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