Turn updated task lists into MCA review
Make a changing underwriting list easier to triage and act on.
Trigger
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.
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
Busy teams can miss which updated tasks are ready for an MCA review and which still lack documents.
- Spot analysis-ready tasks quickly
- Separate missing context from actionable work
- Return one concise review report
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Docsumo in Notis once.
- 2Create an automation for underwriting list updates.
- 3Tell Notis to inspect changed tasks, run MCA analysis only for tasks referencing processed bank statements, and list missing prerequisites for the rest.
- 4Pick Google Tasks Task Updated as the trigger and choose where reports go.
- 5Test it with a list containing one ready task and one incomplete task.
Questions about this workflow
Will it analyze every task in the list?
It should analyze only tasks with clear references to processed bank statements and report missing prerequisites for others.
What does the MCA result include?
The Docsumo action returns a month by month view of account credits, debits, and balances after processing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.