Collect invoice terms for a research pass
Keep unfamiliar invoice terms together in a list, ready for a separate lookup when you have time to review them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add List Rows
Add rows to an existing list.
Why this helps
Unfamiliar terms often get set aside during invoice processing and never make it into a follow-up task.
- Capture terms present in the extracted invoice data.
- Create a clear queue for later research.
- Keep the lookup separate from financial or legal conclusions.
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 add available unfamiliar terms and their invoice context to the existing Agenty research list.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real invoice and review the inserted rows.
Questions about this workflow
Will this explain the terms?
No. It collects terms in a list. An Agenty agent can be used separately for public research.
Does this provide legal or accounting guidance?
No. It organizes terms for review and does not make professional determinations.
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.
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When this happens · Trigger
Do this · Action
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