Start the day with an invoice review summary
Get a concise review of invoice results made available to the scheduled run, guided by rules you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Message
Create a response based on a conversation.
Why this helps
A growing invoice queue can make it hard to spot which items need attention first.
- Create a scheduled review summary
- Apply your invoice review guidance
- Make attention items easier to scan
Setup
Build it in a few focused steps.
- 1Connect Affinda and Anthropic administrator once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to summarize invoice extraction results made available to each scheduled run using the review rules you provide.
- 4Pick a Notis cron trigger and set the schedule, then choose where run reports go.
- 5Test with one real invoice result and confirm how scheduled runs receive the data.
Questions about this workflow
Does a schedule automatically retrieve Affinda records?
The described Affinda capability does not specify a retrieval trigger. Ensure the invoice results are made available to the scheduled request.
Can it pay or approve invoices?
No. The available Anthropic action generates a text summary for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Anthropic administrator. A trigger fires from one place; an action lands in another.
Affinda triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Create a response based on a conversation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
View details about a specific model.
List models
List the available models.
Connect any two apps with Notis in the middle.
Affinda and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anthropic administrator.