Move invoice questions to the right person by email
When an invoice needs attention, send a short review request with the details Affinda extracted.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Sends an email.
Why this helps
Invoice questions can stall when someone has to re-read documents and compose a clear request from scratch.
- Summarize invoice details in a scannable message.
- Call out missing or unclear fields for human follow-up.
- Reduce back-and-forth about which invoice needs review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice review requests.
- 3Tell Notis to email the designated reviewer using only supplied invoice details, and to identify missing recipient or invoice information before sending.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real parsed invoice and confirm the recipient and message content.
Questions about this workflow
Will Notis decide whether an invoice should be paid?
No. This workflow sends a review request based on the supplied invoice data; it does not approve payment.
Who receives the request?
The webhook payload or automation prompt must provide the intended recipient. Notis should stop and flag it if that detail is missing.
Can the email include amounts and due dates?
Yes, when Affinda's supplied invoice data includes them. Missing values should be identified, not guessed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Agent mail. A trigger fires from one place; an action lands in another.
Affinda triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Affinda and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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