Analyze bank statements found by a search update
Keep a targeted statement queue connected to financial analysis.
Trigger
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.
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 search based statement queue can change without anyone starting the next analysis.
- Monitor a focused statement queue
- Start analysis on relevant updates
- Reduce manual queue checks
Setup
Build it in a few focused steps.
- 1Connect Google Super and Docsumo once in Notis.
- 2Create an automation that runs MCA analysis for matching processed bank statement Docs.
- 3Pick Document Search Update as the trigger.
- 4Choose a report destination and test with one matching statement Doc.
Questions about this workflow
Can the search include updated statements?
Yes, the trigger covers matching Docs that are newly created or updated.
What financial details are returned?
MCA analysis returns monthly credits, debits, and balances after processing.
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.
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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.
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.
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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
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.
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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