Refresh MCA analysis when a finance meeting changes
Keep financial preparation aligned when a meeting moves, changes scope, or gets updated.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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A changed meeting can leave the team using an outdated bank statement analysis.
- Prompt timely analysis refreshes
- Reduce meeting preparation gaps
- Keep finance reviews tied to calendar context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal.
- 2Create an automation for meeting preparation.
- 3Tell Notis to use the changed event context to identify the processed bank statement and request MCA analysis.
- 4Pick Calendar Event Changes as the trigger.
- 5Choose a report channel and test with one changed event.
Questions about this workflow
Does every calendar change run analysis?
You can describe which changed events matter in the automation prompt and test the condition with a real event.
Can this analyze an unprocessed statement?
No. The referenced bank statement must already be processed for the MCA action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsumo. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook 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.