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Keep invoice search configuration visible

Get a recurring view of the invoice index settings and compare them with the kinds of invoice details you need to find.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Index Settings

Retrieves the settings of an index.

Why this helps

Search configuration can become hard to remember, especially when the index serves recurring finance lookups.

  • Keep a regular record of the index configuration returned by Algolia.
  • Compare settings with the fields your invoice workflow needs to retrieve.
  • Spot questions to investigate without automatically changing settings.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Algolia once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Describe the outcome: retrieve settings for the confirmed invoice index and summarize them against the invoice details you specify.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with the real index name and review the report.

Questions about this workflow

Will this change my index settings?

No. Get Index Settings retrieves the current configuration and does not update it.

Does Affinda need to parse an invoice each time?

Only if you want to include a supplied invoice example for comparison; the Algolia action itself reads index settings.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Algolia. A trigger fires from one place; an action lands in another.

Affinda triggers

Algolia actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add AB Test

Creates an A/B test to compare search performance between two index variants.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Browse Algolia Index

Retrieves all records from an index.

ActionInstant

Add or Replace Record

Creates a record in an index or replaces the existing record with the same ID.

ActionInstant

Clear Objects

Removes all records from an index while keeping its settings.

ActionInstant

Add Record to Index

Adds a record to an index, replacing any record with the same generated ID.

ActionInstant

Clear Rules

Deletes all rules from an index.

ActionInstant

Clicked Object IDs

Reports clicked items outside a search context.

ActionInstant

Clicked Object IDs After Search

Reports items clicked in search results.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Algolia, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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