Make invoice exceptions easier to review
Give your team a short explanation of invoice details that need a second look, based on rules you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Message
Create a response based on a conversation.
Why this helps
A queue of extracted invoices can hide the few records that need clarification or follow up.
- Explain which supplied review rules appear relevant
- Surface missing or unclear extracted values
- Make the next manual review step easier to spot
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 details that appear incomplete or unusual under the review rules you provide, using Anthropic.
- 4Pick the Notis webhook trigger and select a report channel.
- 5Test with one real invoice result and check that the summary distinguishes supplied data from uncertainty.
Questions about this workflow
Does Affinda provide a universal invoice exception flag?
This workflow uses the invoice details sent to the webhook and the review rules you provide. It does not assume a particular Affinda flag.
Can the summary approve or pay an invoice?
No. The available Anthropic action generates text. A person should review the result and handle payment decisions.
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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