Review submitted bank statements with Docsumo MCA Analysis
Collect statements through a dedicated Canvas assignment, then have Notis start Docsumo's monthly MCA analysis when a new submission arrives.
Trigger
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
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 dedicated statement assignment can still leave you opening submissions one by one and initiating analysis manually.
- Start analysis when a new submission arrives for the selected assignment.
- Receive the month-by-month activity breakdown in the run report.
- Reduce manual handoff between Canvas submissions and document analysis.
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 bank statement documents in new submissions and report the result.
- 4Pick New Canvas Assignment Submission for the assignment collecting statements, then choose where run reports should go.
- 5Test with one real submission containing a processed bank statement.
Questions about this workflow
Which submissions start the workflow?
The trigger polls for new submissions to the specific Canvas assignment you select.
Can it analyze any kind of assignment attachment?
The selected Docsumo action is for MCA analysis on bank statements. Use this workflow for an assignment collecting bank statements, and test with a real example.
Does Canvas provide the monthly balance history?
The analysis is performed by Docsumo after documents are processed. The workflow should report what the action returns and avoid assuming additional history or baseline data.
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
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.