Recheck MCA analysis for modified statements
Keep your monthly financing figures aligned with the statement that is actually on file.
Trigger
OneDrive Item Updated Trigger
Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.
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 modified statement can change balances or transaction totals without a visible follow-up task.
- Surface changed figures quickly
- Reduce stale financial reviews
- Create repeatable recheck coverage
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docsumo once in Notis.
- 2Create an automation asking for MCA recheck on modified statements.
- 3Pick the OneDrive Item Updated trigger.
- 4Choose a report destination.
- 5Test with one modified statement.
Questions about this workflow
Can the report mention the modifier?
Yes, ask Notis to include modifier information when it is present in the event payload.
Does this approve financing?
No. It provides analysis for your decision process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Docsumo. A trigger fires from one place; an action lands in another.
One 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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