Create a research agent from invoice items
Turn a specific invoice review need into a dedicated Agenty agent, using the extracted line items and your research instructions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Why this helps
Repeatedly setting up similar research agents by hand makes it harder to start focused investigation promptly.
- Create an agent around a concrete invoice research need.
- Reuse details present in the incoming extraction.
- Keep the research scope tied to an explicit user brief.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Agenty once in the Notis portal.
- 2Create an automation in Notis Automations, or tell Notis in plain language from any channel.
- 3In one instruction, have Notis create an Agenty agent using available invoice line items and the research brief you provide.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice and inspect the created agent configuration.
Questions about this workflow
Can the invoice alone define what the agent should research?
The invoice may not contain enough research scope. Include a brief in the incoming request or in the automation instruction.
Does creating the agent run it?
This action creates an agent. Starting a job is a separate Agenty action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Agenty. A trigger fires from one place; an action lands in another.
Affinda triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates an agent for web scraping, monitoring, or crawling.
Get Agent Templates
Lists public agent templates and sample agents.
Delete Agent by ID
Permanently deletes an agent.
Fetch all agents
Lists all active agents in the account.
Get Agent by ID
Retrieves the details and configuration of an agent.
Update Agent by ID
Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
Connect any two apps with Notis in the middle.
Affinda and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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