Preserve MCA continuity after statement moves
Keep financing analysis attached to statements even as your OneDrive folders evolve.
Trigger
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.
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 reorganized statement can disappear from a review path and leave analysts working from stale data.
- Reduce misplaced statement risk
- Keep analysis tied to current paths
- Make reorganizations safer
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docsumo once in Notis.
- 2Create an automation describing the continuity check and MCA analysis.
- 3Pick the OneDrive Item Moved or Renamed trigger.
- 4Choose a report channel.
- 5Test with one moved statement.
Questions about this workflow
Does moving the file change its contents?
No. The workflow uses the move or rename event and requests analysis for the statement.
What if the moved file is not a statement?
Ask Notis to report that MCA analysis is not applicable.
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.
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Webhook trigger
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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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