Turn Canvas bank statement uploads into monthly MCA analysis
When a new bank statement lands in Canvas, ask Docsumo for a month-by-month view of credits, debits, and balances, then review the result in your run report.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
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
Opening each uploaded statement, finding the right analysis tool, and assembling a monthly breakdown creates extra review work.
- Get a monthly breakdown of account credits, debits, and balances.
- Start analysis when a new file appears in the selected Canvas course.
- Keep the analysis result with the automation run report.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Docsumo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to run Docsumo MCA Analysis on each newly uploaded bank statement and report the result.
- 4Pick New Canvas File Upload for the Canvas course, then choose where run reports should go.
- 5Test with one real bank statement upload and review the run report.
Questions about this workflow
Does this analyze every file uploaded to the course?
Ask Notis to run the analysis on bank statement uploads. The workflow should not assume that non-statement files can be analyzed as bank statements.
What does the Docsumo analysis return?
The MCA Analysis action provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Can I choose a Canvas folder or configure file mappings?
The trigger is the Canvas course's new file upload event. In Notis, describe the desired outcome in plain language; there are no field-mapping steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Docsumo. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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 Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Connect any two apps with Notis in the middle.
Canvas and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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