See invoices that deserve another look
Put invoices matching your review rules on a Basecamp board, so your team can inspect them before they become a problem.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Potentially risky invoices can blend into normal processing when nobody applies review criteria consistently.
- Apply stated review criteria consistently.
- Make flagged invoices visible and actionable.
- Keep important review items from being buried in routine processing.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which available invoice details meet your second-look criteria and to create a Basecamp card for matching results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice that matches your criteria.
Questions about this workflow
What risk criteria should I use?
Use criteria appropriate to your process and state them clearly in the prompt. Notis can only assess information available in the extraction results.
Can this replace finance review?
No. It surfaces invoices for human review based on the criteria you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Basecamp. A trigger fires from one place; an action lands in another.
Affinda triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Affinda and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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