Make the statement review workflow visible to new collaborators
Help a new finance collaborator see the monthly analysis available for processed statements.
Trigger
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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 repeatable finance review can be overlooked during onboarding if the process lives only in one person's memory.
- Make the analysis workflow visible around onboarding.
- Request a consistent monthly statement breakdown.
- Reduce reliance on someone remembering to explain each process.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Docsumo to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Describe that a new group member should trigger MCA Analysis for the relevant processed bank statements.
- 4Select New Chat Member and choose a channel for run reports.
- 5Test with a real group member and eligible processed statements.
Questions about this workflow
What does the action return?
A month-by-month breakdown of account credits, debits and balances.
Does the event work in private chats?
The listed new-member event applies to groups and supergroups the bot belongs to.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Docsumo. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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 Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Connect any two apps with Notis in the middle.
Telegram and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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