Analyze new statement versions for MCA changes
See the latest monthly credits, debits, and balances whenever a statement version changes.
Trigger
New Version Created
Trigger that fires when a new version of a specified OneDrive file is created.
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
Versioned statements can produce conflicting figures when the latest analysis is not clearly surfaced.
- Highlight the latest figures
- Reduce version confusion
- Support faster financing review
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docsumo once in Notis.
- 2Create an automation describing the version based MCA analysis.
- 3Pick the OneDrive New Version Created trigger.
- 4Choose where reports should go.
- 5Test with one new statement version.
Questions about this workflow
Can it identify the changed months?
Ask Notis to identify differences when earlier analysis or version context is included.
What figures does Docsumo return?
It returns month by month credits, debits, and balances after processing.
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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