Reanalyze bank statements after task changes
Keep underwriting analysis current when the task details change.
Trigger
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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 changed review instruction can leave an old MCA summary circulating after the analyst has updated the request.
- Refresh analysis after meaningful instruction changes
- Keep the latest task context with the result
- Reduce stale underwriting summaries
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Docsumo in Notis once.
- 2Create an automation for changed underwriting tasks.
- 3Tell Notis to read the changed task, run MCA analysis on the related processed bank statements, and summarize month by month credits, debits, and balances.
- 4Pick Google Tasks Task Details Changed as the trigger and select a report channel.
- 5Test it with one task tied to processed bank statements.
Questions about this workflow
Does the task change upload documents?
No. The workflow analyzes bank statements that have already been processed in Docsumo.
What if the task has no statement reference?
Notis should report that the required document context is missing instead of inventing an analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docsumo. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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