Keep prospecting expenses easy to review
A recurring expense summary can help founders check relevant employee expenses alongside the prospecting activity context they provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Expenses
Retrieve employee expense records.
Why this helps
Prospecting related expenses can accumulate without a simple routine for reviewing them against business activity.
- Creates a predictable review of selected employee expenses
- Pairs records with supplied prospecting activity context
- Highlights items for policy review without making unsupported judgments
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to list expenses for specified prospecting employees and summarize them against Aeroleads activity context you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real reporting period and confirm employees, dates, and expense records.
Questions about this workflow
Can it filter expenses by a specific activity?
The event supports optional employee and claim status filtering. Activity relevance depends on context supplied in the prompt or records.
Will it delete questionable expenses?
No. It lists expenses and prepares a review. Deletion is a separate action and should require an authorized, specific instruction.
Can it decide whether an expense is reimbursable?
Only when the applicable policy is provided, and the result should be treated as a review aid rather than an approval.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Breathe HR. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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