Keep campaign expense claims in view
A concise review can bring expense claims and campaign reporting together, making reimbursement follow up easier to track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Expense Claims
Retrieve employee expense claims.
Why this helps
Campaign expense claims can sit unnoticed when finance records and performance reports are reviewed separately.
- Review campaign context alongside expense claim records
- Surface claims needing clarification or follow up
- Reduce manual preparation for reimbursement reviews
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to summarize relevant Breathe HR expense claims alongside Adyntel campaign reports and flag missing context without inferring that a claim belongs to a campaign unless records show it.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign report and a relevant expense claim.
Questions about this workflow
Will the workflow approve or reimburse expenses?
No. It lists and summarizes expense claims for a human review.
Can it match every claim to a campaign?
Only where the available records provide a clear connection. Otherwise it should identify the claim as unmatched.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Breathe HR. A trigger fires from one place; an action lands in another.
Adyntel triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
Adyntel and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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