Review Your Invoice Process Education Posts
Have Notis summarize relevant posts and returned metrics against the invoice process topics you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Post History
Retrieve post history and metrics.
Why this helps
Customer education is easier to maintain when you can quickly recall what has been explained and what still needs clarity.
- Recall which invoice process topics have been covered recently.
- Review returned metrics alongside relevant post history.
- Identify candidate topics for future education without re-reading every post.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Ayrshare once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to retrieve Ayrshare history and recap posts and returned metrics for invoice-process themes you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one history result and representative invoice-process themes.
Questions about this workflow
Does the workflow retrieve invoice data itself?
No. Provide the topics from your invoice processing context. The action retrieves Ayrshare post history.
Will the recap include comments or engagement details?
Only if those details appear in the history returned by the selected action.
Can I use this for a monthly report?
Yes. Choose a monthly Notis schedule and specify the period or history range you want summarized.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Ayrshare. A trigger fires from one place; an action lands in another.
Affinda triggers
Ayrshare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Auto Schedule
Create a recurring or one-time auto-post schedule.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete a previously published Ayrshare post
Delete a published or scheduled post; some posts cannot be deleted this way.
Get Post History
Retrieve post history and metrics.
Connect any two apps with Notis in the middle.
Affinda and Ayrshare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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