Start an MCA review from an Asana comment
Keep the review request in Asana and get a month-by-month view from Docsumo without switching contexts.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
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
MCA review requests can get buried in comments, and manually reopening processed statements adds extra steps.
- Capture review requests when they arrive in task comments.
- Get monthly credits, debits, and balances from Docsumo.
- Keep the request and run report connected to the Asana task.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to use the task comment as an MCA analysis request and analyze the relevant bank statements already processed in Docsumo.
- 4Pick Asana's New Comment on Task trigger and choose where run reports should go.
- 5Test with one real task and comment, then check the report.
Questions about this workflow
Does this upload the task attachment to Docsumo?
No. This workflow requests MCA analysis for bank statements already processed in Docsumo. It does not upload or process Asana attachments.
What does the analysis include?
Docsumo's MCA Analysis action provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docsumo. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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 Comment on Task
Triggers when a comment is added to a task in a project.
New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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