Run MCA analysis when work moves to review
A section change can mark the handoff. Let Notis request the corresponding Docsumo analysis and report the result.
Trigger
Task Moved to Section
Triggers when a task is moved to a section 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
Finance review handoffs can stall when someone has to remember to reopen Docsumo and start the analysis.
- Use a task's move into review as a clear handoff signal.
- Request analysis of already processed bank statements.
- Receive the outcome in the report channel you choose.
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 name it for the review handoff.
- 3Tell Notis in one instruction to request MCA analysis for the relevant bank statements already processed in Docsumo when the task moves to review.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task move and confirm the report identifies the analysis result.
Questions about this workflow
Does Notis create or choose the Asana review section?
No. You pick the Task Moved to Section trigger in the automation. The workflow does not create or configure sections.
Can this analyze a statement that has not been processed in Docsumo?
The MCA Analysis action is for bank statements after documents are processed. This workflow does not process or upload documents.
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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